| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,180 |
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 | $142,344 | $94,529+50.6% | $140,019+1.7% | $64,173+121.8% |
| Participation rate | 87.7% | 84.1%+3.6pp | 87.5%+0.2pp | 69.6%+18.1pp |
| Annual return | -3.31% | 7.77%-11.1pp | 651.19%-654.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $3,344 | $3,812-12.3% | $5,605-40.3% | $2,381+40.5% |
| Participant deferral / active EE | $6,503 | $5,250+23.9% | $6,927-6.1% | $3,470+87.4% |
| Admin fee / account holder | $21 | $6,741-99.7% | $10,705-99.8% | $4,887-99.6% |