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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $9,228 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $9,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,901 | $105,179-87.7% | $64,101-79.9% | $80,157-83.9% |
| Participation rate | 8.3% | 73.5%-65.3pp | 72.3%-64.0pp | 72.9%-64.7pp |
| Annual return | 19.63% | 20.34%-0.7pp | 33.72%-14.1pp | 40.39%-20.8pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,749-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $195 | $4,020-95.2% | $3,881-95.0% | $5,015-96.1% |
| Admin fee / account holder | $142 | $113+25.3% | $3,070-95.4% | $145-2.1% |