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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 | $79,209+22.4% | $102,434-5.4% | $74,459+30.2% |
| Participation rate | 89.5% | 74.8%+14.7pp | 76.5%+13.0pp | 67.2%+22.3pp |
| Annual return | 15.19% | 54.98%-39.8pp | 29.46%-14.3pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $2,415 | $2,362+2.2% | $3,023-20.1% | $2,626-8.0% |
| Participant deferral / active EE | $5,576 | $4,417+26.2% | $5,055+10.3% | $4,350+28.2% |
| Admin fee / account holder | $504 | $2,002-74.8% | $9,462-94.7% | $1,945-74.1% |