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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,867 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,887 | $45,566-80.5% | $64,105-86.1% | $59,633-85.1% |
| Participation rate | 83.0% | 60.2%+22.8pp | 68.2%+14.8pp | 68.7%+14.3pp |
| Annual return | 8.16% | 4.95%+3.2pp | 791.24%-783.1pp | 2041.40%-2033.2pp |
| Employer contribution / active EE | $378 | $934-59.5% | $1,820-79.2% | $2,203-82.8% |
| Participant deferral / active EE | $2,094 | $2,057+1.8% | $2,822-25.8% | $3,192-34.4% |
| Admin fee / account holder | $51 | $3,268-98.4% | $4,499-98.9% | $4,297-98.8% |