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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,791 |
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 | $11,394 | $40,174-71.6% | $84,020-86.4% | $67,579-83.1% |
| Participation rate | 83.8% | 62.7%+21.1pp | 69.0%+14.8pp | 71.3%+12.5pp |
| Annual return | 20.28% | 25.82%-5.5pp | 71.31%-51.0pp | 378.56%-358.3pp |
| Employer contribution / active EE | $379 | $808-53.1% | $1,984-80.9% | $2,148-82.3% |
| Participant deferral / active EE | $2,372 | $2,301+3.1% | $3,239-26.8% | $3,539-33.0% |
| Admin fee / account holder | $29 | $128-77.1% | $6,101-99.5% | $142-79.3% |