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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $38,182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,022 | $40,435-53.0% | $80,627-76.4% | $74,460-74.5% |
| Participation rate | 32.4% | 47.4%-15.0pp | 67.0%-34.6pp | 70.7%-38.3pp |
| Annual return | 20.20% | 165.19%-145.0pp | 936.76%-916.6pp | 34.38%-14.2pp |
| Employer contribution / active EE | $538 | $1,498-64.1% | $2,723-80.2% | $2,638-79.6% |
| Participant deferral / active EE | $1,525 | $2,673-42.9% | $4,443-65.7% | $4,530-66.3% |
| Admin fee / account holder | $121 | $721-83.2% | $5,381-97.8% | $348-65.3% |