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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $37,680 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $34,156 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,531 | $89,123-36.6% | $102,460-44.8% | $77,762-27.3% |
| Participation rate | 77.1% | 80.9%-3.9pp | 76.5%+0.5pp | 70.6%+6.5pp |
| Annual return | 17.29% | 25.05%-7.8pp | 29.47%-12.2pp | 31.27%-14.0pp |
| Employer contribution / active EE | $2,467 | $2,700-8.6% | $3,025-18.5% | $2,728-9.6% |
| Participant deferral / active EE | $9,914 | $5,148+92.6% | $5,056+96.1% | $4,651+113.2% |
| Admin fee / account holder | $285 | $236+20.9% | $9,460-97.0% | $433-34.1% |