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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,080 |
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 | $69,531 | $41,854+66.1% | $73,836-5.8% | $52,331+32.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 0.89% | 2.11%-1.2pp | 2268.06%-2267.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $2,998 | $1,920+56.1% | $2,787+7.6% | $1,882+59.3% |
| Participant deferral / active EE | $5,947 | $2,498+138.0% | $3,583+66.0% | $3,022+96.8% |
| Admin fee / account holder | $116 | $493-76.5% | $4,882-97.6% | $592-80.4% |