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 | $18,414 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,496 | $64,176-12.0% | $112,263-49.7% | $66,949-15.6% |
| Participation rate | 97.9% | 68.4%+29.4pp | 75.1%+22.8pp | 69.8%+28.1pp |
| Annual return | -8.53% | -13.80%+5.3pp | 27.49%-36.0pp | 1.57%-10.1pp |
| Employer contribution / active EE | $1,693 | $3,007-43.7% | $3,636-53.4% | $2,545-33.5% |
| Participant deferral / active EE | $2,293 | $3,694-37.9% | $4,729-51.5% | $4,239-45.9% |
| Admin fee / account holder | $93 | $626-85.1% | $6,410-98.5% | $594-84.3% |