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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $8,637 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $8,246 |
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 | $6,692 | $61,356-89.1% | $149,696-95.5% | $71,511-90.6% |
| Participation rate | 96.2% | 62.5%+33.7pp | 78.8%+17.4pp | 67.9%+28.3pp |
| Annual return | 19.09% | 35.86%-16.8pp | 134.46%-115.4pp | 28.86%-9.8pp |
| Employer contribution / active EE | $1,379 | $2,382-42.1% | $4,821-71.4% | $2,589-46.7% |
| Participant deferral / active EE | $2,007 | $2,920-31.2% | $5,682-64.7% | $4,291-53.2% |
| Admin fee / account holder | $91 | $1,263-92.8% | $13,212-99.3% | $1,588-94.3% |