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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $18,403 |
PRIME BENEFITS, INC.5 years Service code 15 · EIN 52-2204662 | Recordkeeping | $17,093 |
WCS2 years Service code 10 · EIN 81-4643077 | Accounting | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,781 | $45,031-65.0% | $85,009-81.4% | $77,671-79.7% |
| Participation rate | 90.2% | 48.7%+41.5pp | 67.5%+22.7pp | 70.6%+19.6pp |
| Annual return | 9.41% | 79.22%-69.8pp | 66.47%-57.1pp | 31.21%-21.8pp |
| Employer contribution / active EE | $290 | $1,609-82.0% | $2,728-89.4% | $2,726-89.4% |
| Participant deferral / active EE | $1,731 | $2,807-38.3% | $4,522-61.7% | $4,648-62.8% |
| Admin fee / account holder | $0 | $912-100.0% | $6,153-100.0% | $430-100.0% |