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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $28,363 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $15,181 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,275 | $45,602-22.6% | $117,529-70.0% | $66,949-47.3% |
| Participation rate | 75.7% | 57.6%+18.1pp | 70.6%+5.1pp | 69.8%+5.9pp |
| Annual return | 10.55% | -16.74%+27.3pp | 29.77%-19.2pp | 1.57%+9.0pp |
| Employer contribution / active EE | $4,420 | $1,579+179.9% | $4,179+5.8% | $2,545+73.6% |
| Participant deferral / active EE | $9,613 | $2,845+237.9% | $4,072+136.1% | $4,239+126.8% |
| Admin fee / account holder | $274 | $661-58.5% | $5,645-95.1% | $594-53.9% |