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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $890 |
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 | $28,054 | $58,726-52.2% | $92,240-69.6% | $62,293-55.0% |
| Participation rate | 80.1% | 68.3%+11.8pp | 76.5%+3.7pp | 69.5%+10.6pp |
| Annual return | 14.32% | 43.62%-29.3pp | 176.29%-162.0pp | 28.90%-14.6pp |
| Employer contribution / active EE | $5,551 | $2,392+132.1% | $3,680+50.9% | $2,042+171.8% |
| Participant deferral / active EE | $3,368 | $2,766+21.8% | $3,897-13.6% | $3,169+6.3% |
| Admin fee / account holder | $3 | $556-99.5% | $5,194-99.9% | $479-99.4% |