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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,829 |
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 | $37,732 | $72,177-47.7% | $115,038-67.2% | $59,633-36.7% |
| Participation rate | 89.6% | 72.6%+17.0pp | 81.4%+8.2pp | 68.7%+20.9pp |
| Annual return | -0.39% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,705 | $4,783-22.5% | $6,026-38.5% | $3,192+16.1% |
| Admin fee / account holder | $81 | $4,927-98.4% | $8,175-99.0% | $4,297-98.1% |