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| Provider | Service type | Compensation |
|---|---|---|
CARD PALMER1 year Service code 10 · EIN 34-1599718 | Accounting | $6,900 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $620 |
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 | $135,459 | $98,776+37.1% | $149,745-9.5% | $79,856+69.6% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.5%+10.8pp | 69.6%+23.6pp |
| Annual return | 23.52% | 27.38%-3.9pp | 276.72%-253.2pp | 31.71%-8.2pp |
| Employer contribution / active EE | $2,109 | $3,217-34.4% | $4,646-54.6% | $2,471-14.7% |
| Participant deferral / active EE | $7,343 | $5,681+29.2% | $6,843+7.3% | $3,741+96.3% |
| Admin fee / account holder | $67 | $6,053-98.9% | $9,312-99.3% | $5,306-98.7% |