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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 | $69,745-28.0% | $67,511-25.6% | $74,546-32.6% |
| Participation rate | 81.2% | 71.3%+9.8pp | 72.9%+8.3pp | 67.2%+14.0pp |
| Annual return | 17.15% | -40.37%+57.5pp | 3517.41%-3500.3pp | 1366.03%-1348.9pp |
| Employer contribution / active EE | $3,093 | $2,705+14.3% | $2,733+13.2% | $2,624+17.8% |
| Participant deferral / active EE | $7,094 | $3,636+95.1% | $4,000+77.3% | $4,347+63.2% |
| Admin fee / account holder | $163 | $894-81.8% | $3,999-95.9% | $1,944-91.6% |