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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $39,694 |
Service code 27 · EIN 26-4311657 | Advisory (Plan) | $6,237 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,254 | $101,653-16.1% | $147,080-42.0% | $74,459+14.5% |
| Participation rate | 94.9% | 75.6%+19.3pp | 82.2%+12.7pp | 67.2%+27.7pp |
| Annual return | 18.06% | 8754.98%-8736.9pp | 420.17%-402.1pp | 1369.70%-1351.6pp |
| Employer contribution / active EE | $6,173 | $3,813+61.9% | $4,933+25.1% | $2,626+135.1% |
| Participant deferral / active EE | $14,502 | $7,304+98.5% | $8,066+79.8% | $4,350+233.4% |
| Admin fee / account holder | $340 | $1,752-80.6% | $12,989-97.4% | $1,945-82.5% |