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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,017 |
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 | $9,651 | $48,364-80.0% | $71,796-86.6% | $62,881-84.7% |
| Participation rate | 80.0% | 60.6%+19.4pp | 69.1%+10.9pp | 69.3%+10.7pp |
| Annual return | 12.76% | 13.16%-0.4pp | 78.04%-65.3pp | 20.14%-7.4pp |
| Employer contribution / active EE | $390 | $1,042-62.6% | $1,924-79.7% | $2,281-82.9% |
| Participant deferral / active EE | $2,281 | $2,091+9.1% | $2,794-18.4% | $3,203-28.8% |
| Admin fee / account holder | $46 | $3,771-98.8% | $4,815-99.0% | $4,296-98.9% |