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 | $19,595 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,784 | $78,682+6.5% | $109,188-23.3% | $85,851-2.4% |
| Participation rate | 95.9% | 68.3%+27.6pp | 75.9%+20.0pp | 69.3%+26.6pp |
| Annual return | 10.20% | 25.09%-14.9pp | 25.76%-15.6pp | 318.63%-308.4pp |
| Employer contribution / active EE | $2,050 | $2,734-25.0% | $3,723-44.9% | $2,565-20.1% |
| Participant deferral / active EE | $2,867 | $3,468-17.3% | $4,654-38.4% | $3,952-27.5% |
| Admin fee / account holder | $136 | $5,470-97.5% | $6,755-98.0% | $6,261-97.8% |