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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,487 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,285 | $48,364+49.5% | $71,796+0.7% | $62,881+15.0% |
| Participation rate | 73.5% | 60.6%+12.8pp | 69.1%+4.4pp | 69.3%+4.2pp |
| Annual return | 4.09% | 13.16%-9.1pp | 78.04%-73.9pp | 20.14%-16.1pp |
| Employer contribution / active EE | $823 | $1,042-21.0% | $1,924-57.2% | $2,281-63.9% |
| Participant deferral / active EE | $3,045 | $2,091+45.6% | $2,794+9.0% | $3,203-4.9% |
| Admin fee / account holder | $149 | $3,771-96.0% | $4,815-96.9% | $4,296-96.5% |