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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $20,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $80,341 | $45,566+76.3% | $64,105+25.3% | $59,633+34.7% |
| Participation rate | 65.6% | 60.2%+5.4pp | 68.2%-2.6pp | 68.7%-3.1pp |
| Annual return | 1.89% | 4.95%-3.1pp | 791.24%-789.3pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $722 | $934-22.7% | $1,820-60.3% | $2,203-67.2% |
| Participant deferral / active EE | $2,869 | $2,057+39.5% | $2,822+1.7% | $3,192-10.1% |
| Admin fee / account holder | $250 | $3,268-92.3% | $4,499-94.4% | $4,297-94.2% |