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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,957 | $73,638+22.2% | $95,964-6.3% | $73,497+22.4% |
| Participation rate | 35.8% | 76.2%-40.4pp | 77.1%-41.3pp | 70.7%-34.9pp |
| Annual return | 14.71% | 16.78%-2.1pp | 91.64%-76.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $944 | $1,863-49.3% | $2,541-62.9% | $2,270-58.4% |
| Participant deferral / active EE | $1,995 | $3,617-44.8% | $4,167-52.1% | $3,740-46.7% |
| Admin fee / account holder | $115 | $482-76.0% | $6,797-98.3% | $513-77.5% |