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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,651 |
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 | $11,078 | $54,541-79.7% | $78,778-85.9% | $70,126-84.2% |
| Participation rate | 75.6% | 60.8%+14.8pp | 69.2%+6.4pp | 69.5%+6.0pp |
| Annual return | 15.20% | 21.07%-5.9pp | 35.62%-20.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $425 | $1,089-61.0% | $1,986-78.6% | $2,343-81.9% |
| Participant deferral / active EE | $2,776 | $2,210+25.6% | $2,958-6.2% | $3,332-16.7% |
| Admin fee / account holder | $52 | $3,709-98.6% | $5,134-99.0% | $4,645-98.9% |