Filed March 22, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $17,560 |
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 | $18,001 | $46,360-61.2% | $147,618-87.8% | $52,331-65.6% |
| Participation rate | 96.4% | 64.9%+31.5pp | 84.6%+11.8pp | 68.1%+28.3pp |
| Annual return | -1.15% | 1.62%-2.8pp | 61.98%-63.1pp | 4.54%-5.7pp |
| Employer contribution / active EE | $2,031 | $2,126-4.5% | $5,565-63.5% | $1,882+7.9% |
| Participant deferral / active EE | $1,515 | $2,258-32.9% | $4,895-69.0% | $3,022-49.9% |
| Admin fee / account holder | $94 | $766-87.7% | $11,612-99.2% | $592-84.1% |