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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $25,194 |
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 | $61,439 | $56,894+8.0% | $84,753-27.5% | $62,881-2.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.45% | 6.30%+1.1pp | 22.78%-15.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,528 | $2,400-36.3% | $3,574-57.2% | $2,281-33.0% |
| Participant deferral / active EE | $2,346 | $2,709-13.4% | $3,712-36.8% | $3,203-26.7% |
| Admin fee / account holder | $238 | $3,581-93.4% | $5,333-95.5% | $4,296-94.5% |