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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,969 |
FREEDMAN BENEFITS GROUP1 year Service code 15 · EIN 26-4730595 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,069 | $46,732+32.8% | $156,551-60.4% | $55,167+12.5% |
| Participation rate | 72.5% | 65.8%+6.7pp | 84.0%-11.5pp | 69.0%+3.5pp |
| Annual return | 9.60% | 17.72%-8.1pp | 32.23%-22.6pp | 169.23%-159.6pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,373 | $2,204+7.7% | $4,871-51.3% | $3,054-22.3% |
| Admin fee / account holder | $148 | $418-64.7% | $13,028-98.9% | $504-70.7% |