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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,316 |
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 | $75,835 | $42,548+78.2% | $74,551+1.7% | $56,289+34.7% |
| Participation rate | 54.7% | 60.5%-5.8pp | 69.1%-14.4pp | 69.9%-15.2pp |
| Annual return | -1.77% | 12.40%-14.2pp | 32.53%-34.3pp | -9.96%+8.2pp |
| Employer contribution / active EE | $679 | $855-20.7% | $1,961-65.4% | $2,111-67.9% |
| Participant deferral / active EE | $2,823 | $2,277+24.0% | $3,108-9.2% | $3,350-15.7% |
| Admin fee / account holder | $146 | $467-68.7% | $5,059-97.1% | $521-71.9% |