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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,484 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,025 | $58,895-55.8% | $178,503-85.4% | $73,497-64.6% |
| Participation rate | 93.1% | 66.2%+26.8pp | 81.9%+11.1pp | 70.7%+22.4pp |
| Annual return | 15.01% | 24.86%-9.9pp | 151.12%-136.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $324 | $2,236-85.5% | $5,011-93.5% | $2,270-85.7% |
| Participant deferral / active EE | $2,065 | $2,567-19.5% | $5,202-60.3% | $3,740-44.8% |
| Admin fee / account holder | $36 | $400-91.1% | $13,987-99.7% | $513-93.1% |