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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $18,411 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $13,690 |
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 | $19,200 | $71,523-73.2% | $98,461-80.5% | $71,511-73.2% |
| Participation rate | 89.3% | 72.7%+16.6pp | 75.2%+14.1pp | 67.9%+21.3pp |
| Annual return | 20.79% | 32.43%-11.6pp | 21.17%-0.4pp | 28.86%-8.1pp |
| Employer contribution / active EE | $1,608 | $2,399-33.0% | $3,049-47.3% | $2,589-37.9% |
| Participant deferral / active EE | $4,015 | $4,109-2.3% | $4,738-15.3% | $4,291-6.4% |
| Admin fee / account holder | $188 | $1,676-88.8% | $8,961-97.9% | $1,588-88.2% |