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 | $17,317 |
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 | $68,017 | $57,352+18.6% | $83,831-18.9% | $64,173+6.0% |
| Participation rate | 96.5% | 68.6%+27.9pp | 76.1%+20.3pp | 69.6%+26.9pp |
| Annual return | -4.84% | 11.38%-16.2pp | 850.99%-855.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,915 | $2,546-24.8% | $3,631-47.3% | $2,381-19.6% |
| Participant deferral / active EE | $2,630 | $2,993-12.1% | $4,082-35.6% | $3,470-24.2% |
| Admin fee / account holder | $155 | $4,046-96.2% | $5,479-97.2% | $4,887-96.8% |