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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $17,798 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $11,436 |
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 | $25,781 | $41,151-37.4% | $80,648-68.0% | $71,529-64.0% |
| Participation rate | 50.6% | 50.2%+0.4pp | 67.0%-16.4pp | 67.9%-17.3pp |
| Annual return | 62.01% | 38.49%+23.5pp | 937.21%-875.2pp | 28.97%+33.0pp |
| Employer contribution / active EE | $1,791 | $1,513+18.4% | $2,724-34.2% | $2,590-30.8% |
| Participant deferral / active EE | $5,381 | $2,700+99.3% | $4,443+21.1% | $4,291+25.4% |
| Admin fee / account holder | $230 | $1,842-87.5% | $5,382-95.7% | $1,588-85.5% |