Filed December 19, 2017
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| 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 | $80,748-31.2% | $102,383-45.7% | $74,429-25.3% |
| Participation rate | 98.8% | 65.7%+33.1pp | 74.5%+24.3pp | 67.2%+31.6pp |
| Annual return | 12.17% | 27.57%-15.4pp | 24.94%-12.8pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $2,080 | $3,159-34.2% | $3,870-46.3% | $2,625-20.8% |
| Participant deferral / active EE | $2,705 | $3,861-29.9% | $5,060-46.5% | $4,348-37.8% |
| Admin fee / account holder | $107 | $2,371-95.5% | $8,391-98.7% | $1,944-94.5% |