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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $28,609 |
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 | $23,760 | $62,132-61.8% | $185,861-87.2% | $73,497-67.7% |
| Participation rate | 78.6% | 67.8%+10.8pp | 78.0%+0.6pp | 70.7%+8.0pp |
| Annual return | 22.23% | 20.44%+1.8pp | 35.96%-13.7pp | 28.51%-6.3pp |
| Employer contribution / active EE | $1,317 | $1,681-21.7% | $4,088-67.8% | $2,270-42.0% |
| Participant deferral / active EE | $3,576 | $3,711-3.6% | $5,634-36.5% | $3,740-4.4% |
| Admin fee / account holder | $159 | $419-62.0% | $9,503-98.3% | $513-69.0% |