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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,831 | $52,884-75.7% | $84,753-84.9% | $55,167-76.7% |
| Participation rate | 92.1% | 67.5%+24.6pp | 76.6%+15.5pp | 69.0%+23.1pp |
| Annual return | 0.09% | 18.03%-17.9pp | 22.78%-22.7pp | 169.23%-169.1pp |
| Employer contribution / active EE | $2,475 | $2,233+10.8% | $3,574-30.8% | $1,963+26.1% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |