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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,497 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,314 | $48,064-78.5% | $78,778-86.9% | $69,631-85.2% |
| Participation rate | 76.0% | 61.6%+14.4pp | 69.2%+6.8pp | 70.7%+5.3pp |
| Annual return | 15.73% | 21.81%-6.1pp | 35.62%-19.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $292 | $744-60.7% | $1,986-85.3% | $2,032-85.6% |
| Participant deferral / active EE | $1,492 | $2,079-28.2% | $2,958-49.6% | $3,224-53.7% |
| Admin fee / account holder | $33 | $152-78.0% | $5,134-99.3% | $110-69.7% |