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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $25,949 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $16,331 |
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 | $25,436 | $78,562-67.6% | $105,608-75.9% | $74,429-65.8% |
| Participation rate | 86.4% | 72.8%+13.6pp | 75.3%+11.1pp | 67.2%+19.2pp |
| Annual return | 12.20% | 15.94%-3.7pp | 116.50%-104.3pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $1,842 | $2,521-26.9% | $3,167-41.8% | $2,625-29.8% |
| Participant deferral / active EE | $4,573 | $4,321+5.8% | $5,010-8.7% | $4,348+5.2% |
| Admin fee / account holder | $255 | $2,217-88.5% | $11,028-97.7% | $1,944-86.9% |