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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,926 |
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 | $30,622 | $91,190-66.4% | $178,490-82.8% | $79,858-61.7% |
| Participation rate | 93.2% | 69.2%+24.0pp | 81.9%+11.3pp | 69.6%+23.6pp |
| Annual return | 4.69% | 24.19%-19.5pp | 151.07%-146.4pp | 31.71%-27.0pp |
| Employer contribution / active EE | $691 | $3,256-78.8% | $5,011-86.2% | $2,471-72.0% |
| Participant deferral / active EE | $1,841 | $3,236-43.1% | $5,202-64.6% | $3,740-50.8% |
| Admin fee / account holder | $79 | $6,751-98.8% | $13,984-99.4% | $5,306-98.5% |