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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,237 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,312 | $59,805+57.7% | $79,550+18.6% | $68,494+37.7% |
| Participation rate | 90.7% | 61.1%+29.7pp | 69.5%+21.2pp | 67.9%+22.8pp |
| Annual return | -26.34% | -12.30%-14.0pp | 0.16%-26.5pp | -7.84%-18.5pp |
| Employer contribution / active EE | $1,244 | $1,505-17.3% | $2,413-48.4% | $2,596-52.1% |
| Participant deferral / active EE | $4,926 | $3,024+62.9% | $3,985+23.6% | $4,027+22.3% |
| Admin fee / account holder | $66 | $4,835-98.6% | $6,832-99.0% | $5,403-98.8% |