| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,550 |
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 | $223,798 | $109,359+104.6% | $162,185+38.0% | $72,977+206.7% |
| Participation rate | 84.9% | 84.3%+0.7pp | 87.6%-2.6pp | 69.5%+15.4pp |
| Annual return | 25.38% | 25.46%-0.1pp | 115.61%-90.2pp | 81.02%-55.6pp |
| Employer contribution / active EE | $3,474 | $3,907-11.1% | $5,613-38.1% | $2,440+42.4% |
| Participant deferral / active EE | $6,786 | $5,481+23.8% | $7,297-7.0% | $3,608+88.1% |
| Admin fee / account holder | $19 | $7,972-99.8% | $10,844-99.8% | $5,124-99.6% |