Filed December 19, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $24,787 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,584 | $80,781-31.2% | $102,437-45.7% | $74,478-25.4% |
| Participation rate | 98.8% | 65.7%+33.1pp | 74.5%+24.3pp | 67.2%+31.6pp |
| Annual return | 12.17% | 27.58%-15.4pp | 24.95%-12.8pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $2,080 | $3,160-34.2% | $3,871-46.3% | $2,626-20.8% |
| Participant deferral / active EE | $2,705 | $3,862-30.0% | $5,060-46.5% | $4,350-37.8% |
| Admin fee / account holder | $107 | $2,372-95.5% | $8,388-98.7% | $1,946-94.5% |