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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $19,364 |
AL DEROO & ASSOCIATES1 year Service code 10 · EIN 94-1154481 | Accounting | $11,955 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $97,174 | $35,485+173.8% | $74,551+30.3% | $55,725+74.4% |
| Participation rate | 41.3% | 62.5%-21.2pp | 69.1%-27.8pp | 70.9%-29.6pp |
| Annual return | -4.66% | 0.72%-5.4pp | 32.53%-37.2pp | 244.93%-249.6pp |
| Employer contribution / active EE | $246 | $777-68.3% | $1,961-87.5% | $2,078-88.2% |
| Participant deferral / active EE | $2,572 | $2,181+17.9% | $3,108-17.3% | $3,356-23.4% |
| Admin fee / account holder | $185 | $114+62.1% | $5,059-96.3% | $115+60.9% |