Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,360 |
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 | $96,225 | $80,753+19.2% | $136,298-29.4% | $62,293+54.5% |
| Participation rate | 90.4% | 73.5%+16.9pp | 81.9%+8.5pp | 69.5%+20.9pp |
| Annual return | 15.70% | 35.83%-20.1pp | 5156.27%-5140.6pp | 28.90%-13.2pp |
| Employer contribution / active EE | $2,279 | $2,884-21.0% | $4,696-51.5% | $2,042+11.6% |
| Participant deferral / active EE | $6,785 | $5,164+31.4% | $6,247+8.6% | $3,169+114.1% |
| Admin fee / account holder | $10 | $525-98.1% | $9,244-99.9% | $479-97.9% |