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 | $21,344 |
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 | $58,072 | $76,696-24.3% | $96,538-39.8% | $71,529-18.8% |
| Participation rate | 96.8% | 66.6%+30.2pp | 74.3%+22.4pp | 67.9%+28.9pp |
| Annual return | 12.13% | 48.32%-36.2pp | 35.74%-23.6pp | 28.97%-16.8pp |
| Employer contribution / active EE | $2,066 | $3,032-31.9% | $3,740-44.8% | $2,590-20.2% |
| Participant deferral / active EE | $2,685 | $3,770-28.8% | $4,880-45.0% | $4,291-37.4% |
| Admin fee / account holder | $96 | $2,030-95.3% | $6,737-98.6% | $1,588-93.9% |