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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $25,145 |
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 | $29,544 | $46,072-35.9% | $69,779-57.7% | $55,167-46.4% |
| Participation rate | 93.5% | 67.5%+26.1pp | 71.8%+21.7pp | 69.0%+24.5pp |
| Annual return | 4.04% | 8.68%-4.6pp | 12.99%-8.9pp | 169.23%-165.2pp |
| Employer contribution / active EE | $644 | $1,500-57.1% | $2,338-72.5% | $1,963-67.2% |
| Participant deferral / active EE | $1,713 | $2,344-26.9% | $2,931-41.5% | $3,054-43.9% |
| Admin fee / account holder | $113 | $428-73.5% | $4,381-97.4% | $504-77.5% |