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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $16,022 | $31,679-49.4% | $74,719-78.6% | $65,185-75.4% |
| Participation rate | 18.1% | 40.4%-22.2pp | 54.5%-36.4pp | 70.2%-52.1pp |
| Annual return | 23.16% | 39.04%-15.9pp | 753.05%-729.9pp | 29.38%-6.2pp |
| Employer contribution / active EE | $397 | $566-29.9% | $1,084-63.4% | $2,177-81.8% |
| Participant deferral / active EE | $771 | $1,191-35.3% | $1,963-60.7% | $3,514-78.1% |
| Admin fee / account holder | $198 | $379-47.6% | $3,334-94.1% | $847-76.6% |