Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,145 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,500 | $69,383+8.8% | $101,275-25.5% | $73,497+2.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 25.15% | 18.46%+6.7pp | 46.48%-21.3pp | 28.51%-3.4pp |
| Employer contribution / active EE | $11,582 | $2,628+340.7% | $3,660+216.5% | $2,270+410.2% |
| Participant deferral / active EE | $3,469 | $3,301+5.1% | $4,371-20.6% | $3,740-7.2% |
| Admin fee / account holder | $12 | $704-98.4% | $5,948-99.8% | $513-97.8% |