Filed December 19, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $23,836 |
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 | $57,070 | $52,678+8.3% | $75,784-24.7% | $59,633-4.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.26% | 2.95%-4.2pp | 9.68%-10.9pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $1,591 | $2,193-27.5% | $3,323-52.1% | $2,203-27.8% |
| Participant deferral / active EE | $2,297 | $2,591-11.3% | $3,652-37.1% | $3,192-28.0% |
| Admin fee / account holder | $231 | $3,610-93.6% | $5,300-95.6% | $4,297-94.6% |