Filed April 14, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $8,231 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,443 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,825 | $75,183-13.8% | $123,894-47.7% | $55,167+17.5% |
| Participation rate | 99.0% | 72.8%+26.2pp | 81.4%+17.6pp | 69.0%+30.0pp |
| Annual return | 5.51% | 19.01%-13.5pp | 47.52%-42.0pp | 169.23%-163.7pp |
| Employer contribution / active EE | $5,573 | $2,823+97.4% | $4,617+20.7% | $1,963+184.0% |
| Participant deferral / active EE | $4,131 | $5,084-18.7% | $5,984-31.0% | $3,054+35.3% |
| Admin fee / account holder | $59 | $663-91.2% | $8,357-99.3% | $504-88.4% |