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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $30,502 |
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 | $24,785 | $52,961-53.2% | $172,752-85.7% | $65,185-62.0% |
| Participation rate | 70.4% | 66.2%+4.2pp | 82.6%-12.2pp | 70.2%+0.2pp |
| Annual return | 2.05% | 30.12%-28.1pp | 802.97%-800.9pp | 29.38%-27.3pp |
| Employer contribution / active EE | $2,304 | $2,190+5.2% | $5,144-55.2% | $2,177+5.8% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $94 | $472-80.2% | $13,955-99.3% | $847-89.0% |