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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,330 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,997 | $46,745-38.0% | $60,547-52.1% | $52,331-44.6% |
| Participation rate | 84.6% | 58.6%+26.0pp | 68.0%+16.6pp | 68.1%+16.5pp |
| Annual return | -2.43% | 0.61%-3.0pp | 335.64%-338.1pp | 4.54%-7.0pp |
| Employer contribution / active EE | $379 | $1,259-69.9% | $2,419-84.3% | $1,882-79.9% |
| Participant deferral / active EE | $2,571 | $2,145+19.9% | $3,328-22.7% | $3,022-14.9% |
| Admin fee / account holder | $56 | $537-89.6% | $4,536-98.8% | $592-90.6% |