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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,080 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION PLANNERS NORTHWEST Service code 15 · EIN 93-1160402 | Recordkeeping | $118 |
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 | $23,694 | $58,726-59.7% | $92,240-74.3% | $62,293-62.0% |
| Participation rate | 74.7% | 68.3%+6.3pp | 76.5%-1.8pp | 69.5%+5.2pp |
| Annual return | 17.94% | 43.62%-25.7pp | 176.29%-158.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $2,459 | $2,392+2.8% | $3,680-33.2% | $2,042+20.4% |
| Participant deferral / active EE | $1,532 | $2,766-44.6% | $3,897-60.7% | $3,169-51.7% |
| Admin fee / account holder | $102 | $556-81.7% | $5,194-98.0% | $479-78.7% |