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 | $18,455 |
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 | $73,223 | $65,367+12.0% | $92,915-21.2% | $72,976+0.3% |
| Participation rate | 98.0% | 68.3%+29.6pp | 76.0%+22.0pp | 69.5%+28.5pp |
| Annual return | 19.40% | 42.11%-22.7pp | 109.45%-90.1pp | 81.02%-61.6pp |
| Employer contribution / active EE | $1,689 | $2,594-34.9% | $3,653-53.8% | $2,440-30.8% |
| Participant deferral / active EE | $2,488 | $3,128-20.5% | $4,238-41.3% | $3,608-31.0% |
| Admin fee / account holder | $145 | $4,251-96.6% | $5,796-97.5% | $5,124-97.2% |