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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,120 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $178,477 | $55,453+221.9% | $170,435+4.7% | $62,293+186.5% |
| Participation rate | 93.1% | 66.4%+26.7pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 16.54% | 21.38%-4.8pp | 205.94%-189.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $6,996 | $2,164+223.3% | $5,432+28.8% | $2,042+242.6% |
| Participant deferral / active EE | $5,471 | $2,303+137.6% | $4,939+10.8% | $3,169+72.6% |
| Admin fee / account holder | $416 | $455-8.6% | $13,881-97.0% | $479-13.3% |