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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 | $101,499-16.0% | $147,005-42.0% | $74,546+14.4% |
| Participation rate | 94.9% | 75.5%+19.4pp | 82.2%+12.7pp | 67.2%+27.7pp |
| Annual return | 18.06% | 8732.34%-8714.3pp | 418.76%-400.7pp | 1366.03%-1348.0pp |
| Employer contribution / active EE | $6,173 | $3,811+62.0% | $4,934+25.1% | $2,624+135.2% |
| Participant deferral / active EE | $14,502 | $7,304+98.5% | $8,070+79.7% | $4,347+233.6% |
| Admin fee / account holder | $340 | $1,748-80.5% | $13,006-97.4% | $1,944-82.5% |