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| Provider | Service type | Compensation |
|---|---|---|
INSIGHT FOLIOS INC2 years Service code 27 · EIN 47-2615495 | Advisory (Plan) | $17,357 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,825 |
Service code 15 · EIN 04-2530412 | Recordkeeping | $14,371 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,739 | $55,458-39.2% | $76,030-55.6% | $77,762-56.6% |
| Participation rate | 28.0% | 63.6%-35.6pp | 69.1%-41.1pp | 70.6%-42.6pp |
| Annual return | 12.00% | 17.10%-5.1pp | 361.54%-349.5pp | 31.27%-19.3pp |
| Employer contribution / active EE | $640 | $1,792-64.3% | $2,688-76.2% | $2,728-76.5% |
| Participant deferral / active EE | $2,073 | $3,454-40.0% | $4,257-51.3% | $4,651-55.4% |
| Admin fee / account holder | $182 | $411-55.6% | $6,421-97.2% | $433-57.9% |