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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $30,275 |
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 | $24,932 | $46,732-46.6% | $156,551-84.1% | $55,167-54.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | -0.11% | 17.72%-17.8pp | 32.23%-32.3pp | 169.23%-169.3pp |
| Employer contribution / active EE | $2,459 | $2,105+16.8% | $5,501-55.3% | $1,963+25.3% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $80 | $418-81.0% | $13,028-99.4% | $504-84.2% |