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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,124 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $14,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,093 | $49,763-65.7% | $70,565-75.8% | $74,473-77.0% |
| Participation rate | 15.1% | 64.6%-49.6pp | 68.4%-53.3pp | 70.7%-55.7pp |
| Annual return | 15.08% | 21.21%-6.1pp | 32.79%-17.7pp | 34.36%-19.3pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,976-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $482 | $3,379-85.7% | $4,568-89.4% | $4,530-89.4% |
| Admin fee / account holder | $226 | $316-28.6% | $6,430-96.5% | $347-35.0% |