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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $122,641 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $20,253 |
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 | $31,678 | $55,790-43.2% | $76,657-58.7% | $67,579-53.1% |
| Participation rate | 90.0% | 71.1%+18.9pp | 72.1%+17.9pp | 71.3%+18.7pp |
| Annual return | 2.34% | 64.45%-62.1pp | 1166.74%-1164.4pp | 378.56%-376.2pp |
| Employer contribution / active EE | $1,817 | $1,810+0.4% | $2,303-21.1% | $2,148-15.4% |
| Participant deferral / active EE | $3,594 | $2,875+25.0% | $3,335+7.7% | $3,539+1.5% |
| Admin fee / account holder | $150 | $159-5.8% | $6,423-97.7% | $142+5.4% |