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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,326 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $11,107 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,578 | $45,872-63.9% | $77,100-78.5% | $68,490-75.8% |
| Participation rate | 83.3% | 55.9%+27.4pp | 67.9%+15.4pp | 67.9%+15.4pp |
| Annual return | -13.05% | 1.73%-14.8pp | 42.35%-55.4pp | -7.85%-5.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,000 | $2,963-32.5% | $4,430-54.9% | $4,028-50.4% |
| Admin fee / account holder | $247 | $3,041-91.9% | $5,443-95.5% | $5,403-95.4% |