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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,505 |
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 | $84,782 | $62,928+34.7% | $172,752-50.9% | $67,579+25.5% |
| Participation rate | 84.0% | 64.5%+19.5pp | 82.6%+1.3pp | 71.3%+12.7pp |
| Annual return | 24.83% | 30.36%-5.5pp | 802.97%-778.1pp | 378.56%-353.7pp |
| Employer contribution / active EE | $3,129 | $1,636+91.2% | $5,144-39.2% | $2,148+45.7% |
| Participant deferral / active EE | $3,644 | $2,145+69.9% | $5,198-29.9% | $3,539+3.0% |
| Admin fee / account holder | $5 | $167-97.2% | $13,955-100.0% | $142-96.8% |