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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,588 |
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 | $35,727 | $85,171-58.1% | $172,753-79.3% | $72,976-51.0% |
| Participation rate | 93.1% | 70.1%+23.0pp | 82.6%+10.4pp | 69.5%+23.6pp |
| Annual return | 7.94% | 27.32%-19.4pp | 803.00%-795.1pp | 81.02%-73.1pp |
| Employer contribution / active EE | $825 | $3,324-75.2% | $5,144-84.0% | $2,440-66.2% |
| Participant deferral / active EE | $2,304 | $3,260-29.3% | $5,198-55.7% | $3,608-36.1% |
| Admin fee / account holder | $93 | $5,880-98.4% | $13,956-99.3% | $5,124-98.2% |