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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $10,118 |
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 | $40,660 | $78,707-48.3% | $117,861-65.5% | $70,126-42.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.04% | 23.30%-8.3pp | 335.11%-320.1pp | 73.15%-58.1pp |
| Employer contribution / active EE | $2,743 | $2,223+23.3% | $3,786-27.6% | $2,343+17.1% |
| Participant deferral / active EE | $3,670 | $3,297+11.3% | $4,482-18.1% | $3,332+10.1% |
| Admin fee / account holder | $116 | $5,066-97.7% | $8,021-98.6% | $4,645-97.5% |