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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $43,091 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,961 | $80,748-57.9% | $102,383-66.8% | $74,429-54.4% |
| Participation rate | 86.9% | 65.7%+21.2pp | 74.5%+12.4pp | 67.2%+19.7pp |
| Annual return | 13.36% | 27.57%-14.2pp | 24.94%-11.6pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $1,900 | $3,159-39.9% | $3,870-50.9% | $2,625-27.6% |
| Participant deferral / active EE | $3,611 | $3,861-6.5% | $5,060-28.6% | $4,348-17.0% |
| Admin fee / account holder | $243 | $2,371-89.8% | $8,391-97.1% | $1,944-87.5% |