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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $22,507 |
NEXUS ADMINISTRATORS, INC.4 years Service code 15 · EIN 77-0586222 | Recordkeeping | $1,925 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,237 | $69,708-27.9% | $67,560-25.6% | $74,478-32.5% |
| Participation rate | 81.2% | 71.4%+9.8pp | 72.9%+8.3pp | 67.2%+14.0pp |
| Annual return | 17.15% | -40.67%+57.8pp | 3533.50%-3516.3pp | 1370.56%-1353.4pp |
| Employer contribution / active EE | $3,093 | $2,715+13.9% | $2,737+13.0% | $2,626+17.8% |
| Participant deferral / active EE | $7,094 | $3,637+95.1% | $4,004+77.2% | $4,350+63.1% |
| Admin fee / account holder | $163 | $887-81.6% | $3,994-95.9% | $1,946-91.6% |