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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $58,490 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,939 | $79,189+22.4% | $102,457-5.4% | $74,400+30.3% |
| Participation rate | 89.5% | 74.8%+14.8pp | 76.5%+13.0pp | 67.2%+22.3pp |
| Annual return | 15.19% | 54.98%-39.8pp | 29.41%-14.2pp | 1367.51%-1352.3pp |
| Employer contribution / active EE | $2,415 | $2,362+2.2% | $3,022-20.1% | $2,624-8.0% |
| Participant deferral / active EE | $5,576 | $4,415+26.3% | $5,054+10.3% | $4,348+28.2% |
| Admin fee / account holder | $504 | $2,002-74.8% | $9,451-94.7% | $1,944-74.1% |