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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $51,060 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $23,533 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,175 | $65,566-34.1% | $86,235-49.9% | $75,177-42.6% |
| Participation rate | 84.7% | 60.5%+24.2pp | 69.0%+15.7pp | 67.2%+17.5pp |
| Annual return | 16.79% | 46.07%-29.3pp | 1170.03%-1153.2pp | 160.75%-144.0pp |
| Employer contribution / active EE | $2,393 | $1,553+54.1% | $2,381+0.5% | $2,671-10.4% |
| Participant deferral / active EE | $5,258 | $3,023+73.9% | $3,987+31.9% | $4,126+27.4% |
| Admin fee / account holder | $484 | $5,470-91.1% | $6,856-92.9% | $5,651-91.4% |