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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 | $101,591-16.1% | $147,096-42.0% | $74,429+14.5% |
| Participation rate | 94.9% | 75.5%+19.4pp | 82.2%+12.7pp | 67.2%+27.7pp |
| Annual return | 18.06% | 8746.45%-8728.4pp | 419.75%-401.7pp | 1368.38%-1350.3pp |
| Employer contribution / active EE | $6,173 | $3,813+61.9% | $4,936+25.1% | $2,625+135.2% |
| Participant deferral / active EE | $14,502 | $7,302+98.6% | $8,071+79.7% | $4,348+233.5% |
| Admin fee / account holder | $340 | $1,750-80.6% | $13,005-97.4% | $1,944-82.5% |