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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $13,524 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $9,463 |
Service code 17 · EIN 94-3138723 | Pension Consulting | $642 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,918 | $30,421-77.3% | $56,077-87.7% | $74,429-90.7% |
| Participation rate | 75.9% | 32.9%+43.0pp | 52.5%+23.4pp | 67.2%+8.6pp |
| Annual return | 12.20% | 24.94%-12.7pp | 1709.28%-1697.1pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,403 | $1,175+19.4% | $1,954-28.2% | $4,348-67.7% |
| Admin fee / account holder | $110 | $2,363-95.3% | $2,825-96.1% | $1,944-94.3% |