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 | $7,082 |
Filed as: TSC, INC. Service code 15 · EIN 41-0955056 | Recordkeeping | $3,675 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,506 | $64,909-28.4% | $82,313-43.5% | $62,293-25.3% |
| Participation rate | 91.2% | 74.9%+16.3pp | 76.9%+14.3pp | 69.5%+21.7pp |
| Annual return | 8.12% | 21.18%-13.1pp | 25.88%-17.8pp | 28.90%-20.8pp |
| Employer contribution / active EE | $2,306 | $1,676+37.6% | $2,428-5.0% | $2,042+12.9% |
| Participant deferral / active EE | $2,227 | $3,103-28.3% | $3,706-39.9% | $3,169-29.7% |
| Admin fee / account holder | $123 | $440-71.9% | $5,608-97.8% | $479-74.3% |