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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $22,184 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $8,579 |
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 | $25,290 | $29,525-14.3% | $56,033-54.9% | $77,736-67.5% |
| Participation rate | 50.0% | 32.7%+17.3pp | 52.5%-2.5pp | 70.6%-20.6pp |
| Annual return | 12.89% | 18.90%-6.0pp | 1711.38%-1698.5pp | 31.26%-18.4pp |
| Employer contribution / active EE | $795 | $569+39.6% | $1,041-23.7% | $2,728-70.9% |
| Participant deferral / active EE | $1,188 | $1,062+11.9% | $1,954-39.2% | $4,651-74.5% |
| Admin fee / account holder | $208 | $1,040-80.0% | $2,827-92.6% | $433-51.9% |