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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $19,168 |
Service code 17 4513 LINCOLN AVE, STE 210 · LISLE, IL 60532 | Pension Consulting | $2,440 |
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 | $27,411 | $64,909-57.8% | $82,312-66.7% | $62,293-56.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.87% | 21.18%-8.3pp | 25.88%-13.0pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,607 | $1,676-4.1% | $2,428-33.8% | $2,042-21.3% |
| Participant deferral / active EE | $1,972 | $3,103-36.4% | $3,706-46.8% | $3,169-37.8% |
| Admin fee / account holder | $84 | $440-80.9% | $5,608-98.5% | $479-82.5% |