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 | $19,833 |
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 | $67,314 | $63,346+6.3% | $92,240-27.0% | $70,126-4.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.46% | 530.19%-515.7pp | 176.29%-161.8pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,563 | $2,471-36.7% | $3,680-57.5% | $2,343-33.3% |
| Participant deferral / active EE | $2,471 | $2,854-13.4% | $3,897-36.6% | $3,332-25.8% |
| Admin fee / account holder | $172 | $3,841-95.5% | $5,194-96.7% | $4,645-96.3% |