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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,801 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,745 | $125,797-62.0% | $170,043-71.9% | $75,173-36.5% |
| Participation rate | 58.4% | 83.6%-25.2pp | 87.0%-28.6pp | 67.2%-8.8pp |
| Annual return | 14.04% | 27.20%-13.2pp | 53.40%-39.4pp | 160.72%-146.7pp |
| Employer contribution / active EE | $2,099 | $4,616-54.5% | $6,790-69.1% | $2,671-21.4% |
| Participant deferral / active EE | $3,468 | $6,838-49.3% | $10,410-66.7% | $4,126-15.9% |
| Admin fee / account holder | $57 | $8,177-99.3% | $12,824-99.6% | $5,651-99.0% |