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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 51 1150 SOUTH OLIVE ST. · LOS ANGELES, CA 900152211 | Investment Mgmt Fees | $24,036 |
ORIENTAL PENSION CONSULTANTS4+ years Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $19,433 |
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 | $33,241 | $66,302-49.9% | $110,243-69.8% | $56,289-40.9% |
| Participation rate | 97.6% | 74.9%+22.7pp | 79.8%+17.8pp | 69.9%+27.8pp |
| Annual return | -3.38% | -1.18%-2.2pp | 314.76%-318.1pp | -9.96%+6.6pp |
| Employer contribution / active EE | $733 | $2,047-64.2% | $3,827-80.8% | $2,111-65.3% |
| Participant deferral / active EE | $1,925 | $3,381-43.1% | $4,672-58.8% | $3,350-42.5% |
| Admin fee / account holder | $277 | $698-60.4% | $8,548-96.8% | $521-46.9% |