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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $16,350 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,064 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,650 | $88,042-43.6% | $138,135-64.1% | $79,852-37.8% |
| Participation rate | 98.4% | 71.4%+26.9pp | 78.7%+19.7pp | 69.6%+28.7pp |
| Annual return | 12.97% | 20.58%-7.6pp | 20.51%-7.5pp | 31.72%-18.8pp |
| Employer contribution / active EE | $10,411 | $3,103+235.5% | $5,587+86.3% | $2,471+321.3% |
| Participant deferral / active EE | $8,322 | $4,704+76.9% | $6,431+29.4% | $3,740+122.5% |
| Admin fee / account holder | $166 | $7,791-97.9% | $11,856-98.6% | $5,306-96.9% |