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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $790 |
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 | $151,957 | $47,977+216.7% | $154,108-1.4% | $56,289+170.0% |
| Participation rate | 93.4% | 66.2%+27.2pp | 83.0%+10.4pp | 69.9%+23.5pp |
| Annual return | -4.14% | 3.54%-7.7pp | 735.21%-739.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $7,897 | $2,169+264.1% | $5,298+49.1% | $2,111+274.0% |
| Participant deferral / active EE | $5,751 | $2,392+140.5% | $5,081+13.2% | $3,350+71.7% |
| Admin fee / account holder | $384 | $438-12.5% | $13,411-97.1% | $521-26.4% |