Filed November 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,714 |
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 | $43,046 | $60,165-28.5% | $74,184-42.0% | $55,167-22.0% |
| Participation rate | 97.1% | 74.2%+23.0pp | 76.6%+20.5pp | 69.0%+28.1pp |
| Annual return | 7.04% | 10.00%-3.0pp | 17.74%-10.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $2,625 | $1,600+64.1% | $2,370+10.8% | $1,963+33.8% |
| Participant deferral / active EE | $2,452 | $2,973-17.5% | $3,550-30.9% | $3,054-19.7% |
| Admin fee / account holder | $131 | $419-68.7% | $5,586-97.7% | $504-74.0% |