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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $9,910 |
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 | $48,942 | $50,643-3.4% | $106,619-54.1% | $55,167-11.3% |
| Participation rate | 86.4% | 65.6%+20.9pp | 78.0%+8.4pp | 69.0%+17.4pp |
| Annual return | 8.87% | 7.02%+1.8pp | 9.42%-0.6pp | 169.23%-160.4pp |
| Employer contribution / active EE | $3,879 | $1,626+138.6% | $3,947-1.7% | $1,963+97.6% |
| Participant deferral / active EE | $1,742 | $2,208-21.1% | $3,930-55.7% | $3,054-43.0% |
| Admin fee / account holder | $94 | $488-80.8% | $6,418-98.5% | $504-81.4% |