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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $16,573 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $16,361 |
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 | $17,409 | $72,620-76.0% | $90,760-80.8% | $66,938-74.0% |
| Participation rate | 88.0% | 73.7%+14.3pp | 75.7%+12.3pp | 69.8%+18.1pp |
| Annual return | -17.58% | -12.28%-5.3pp | -12.16%-5.4pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,676 | $2,369-29.3% | $2,922-42.7% | $2,545-34.2% |
| Participant deferral / active EE | $4,221 | $3,979+6.1% | $4,565-7.5% | $4,238-0.4% |
| Admin fee / account holder | $232 | $707-67.2% | $8,444-97.3% | $594-60.9% |