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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $65,345 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $29,929 |
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 | $12,629 | $25,165-49.8% | $73,550-82.8% | $77,958-83.8% |
| Participation rate | 100.0% | 36.6%+63.4pp | 54.9%+45.1pp | 71.6%+28.4pp |
| Annual return | 14.21% | 18.12%-3.9pp | -15.16%+29.4pp | 20.87%-6.7pp |
| Employer contribution / active EE | $749 | $395+89.5% | $1,219-38.5% | $2,310-67.6% |
| Participant deferral / active EE | $2,886 | $898+221.4% | $1,804+60.0% | $3,537-18.4% |
| Admin fee / account holder | $24 | $76-69.0% | $2,320-99.0% | $97-75.9% |