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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,167 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,202 | $75,962-48.4% | $154,108-74.6% | $64,173-38.9% |
| Participation rate | 91.0% | 70.4%+20.6pp | 83.0%+8.0pp | 69.6%+21.5pp |
| Annual return | 7.57% | 30.32%-22.8pp | 735.21%-727.6pp | 7.63%-0.1pp |
| Employer contribution / active EE | $736 | $3,350-78.0% | $5,298-86.1% | $2,381-69.1% |
| Participant deferral / active EE | $2,283 | $3,175-28.1% | $5,081-55.1% | $3,470-34.2% |
| Admin fee / account holder | $99 | $5,589-98.2% | $13,411-99.3% | $4,887-98.0% |