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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $810 |
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 | $116,974 | $89,367+30.9% | $141,191-17.2% | $72,975+60.3% |
| Participation rate | 91.0% | 75.1%+15.9pp | 82.5%+8.6pp | 69.5%+21.5pp |
| Annual return | 21.82% | 111.87%-90.0pp | 71.41%-49.6pp | 81.01%-59.2pp |
| Employer contribution / active EE | $2,001 | $3,115-35.8% | $4,736-57.8% | $2,440-18.0% |
| Participant deferral / active EE | $6,819 | $5,419+25.9% | $6,710+1.6% | $3,608+89.0% |
| Admin fee / account holder | $8 | $5,957-99.9% | $10,264-99.9% | $5,124-99.8% |