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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $118,124 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,547 | $89,093-68.0% | $102,434-72.1% | $77,736-63.3% |
| Participation rate | 93.8% | 80.9%+12.9pp | 76.5%+17.3pp | 70.6%+23.2pp |
| Annual return | 14.14% | 25.03%-10.9pp | 29.46%-15.3pp | 31.26%-17.1pp |
| Employer contribution / active EE | $1,151 | $2,699-57.4% | $3,023-61.9% | $2,728-57.8% |
| Participant deferral / active EE | $3,843 | $5,147-25.3% | $5,055-24.0% | $4,651-17.4% |
| Admin fee / account holder | $228 | $236-3.3% | $9,462-97.6% | $433-47.4% |