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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,527 |
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 | $92,565 | $51,466+79.9% | $78,778+17.5% | $62,293+48.6% |
| Participation rate | 62.4% | 59.8%+2.6pp | 69.2%-6.8pp | 69.5%-7.1pp |
| Annual return | 18.21% | 19.96%-1.7pp | 35.62%-17.4pp | 28.90%-10.7pp |
| Employer contribution / active EE | $790 | $827-4.5% | $1,986-60.2% | $2,042-61.3% |
| Participant deferral / active EE | $2,993 | $2,147+39.4% | $2,958+1.2% | $3,169-5.6% |
| Admin fee / account holder | $142 | $489-70.9% | $5,134-97.2% | $479-70.3% |