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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $41,982 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,369 | $70,879-60.0% | $189,575-85.0% | $79,391-64.3% |
| Participation rate | 75.6% | 68.0%+7.6pp | 78.4%-2.9pp | 70.7%+4.9pp |
| Annual return | 12.08% | 20.70%-8.6pp | 64.19%-52.1pp | 116.88%-104.8pp |
| Employer contribution / active EE | $1,334 | $1,806-26.2% | $4,412-69.8% | $2,428-45.1% |
| Participant deferral / active EE | $4,036 | $4,081-1.1% | $6,174-34.6% | $4,046-0.2% |
| Admin fee / account holder | $198 | $647-69.4% | $9,806-98.0% | $627-68.4% |