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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,534 |
R-TECH CONSULTANTS, INC.3+ years Service code 15 · EIN 95-4436446 | Recordkeeping | $1,225 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $230 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,117 | $64,909-58.2% | $82,312-67.1% | $62,293-56.5% |
| Participation rate | 75.6% | 74.9%+0.7pp | 76.9%-1.3pp | 69.5%+6.1pp |
| Annual return | 17.04% | 21.18%-4.1pp | 25.88%-8.8pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,919 | $1,676+14.5% | $2,428-21.0% | $2,042-6.0% |
| Participant deferral / active EE | $4,019 | $3,103+29.5% | $3,706+8.4% | $3,169+26.8% |
| Admin fee / account holder | $77 | $440-82.6% | $5,608-98.6% | $479-84.0% |