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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $24,195 |
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 | $42,933 | $52,884-18.8% | $84,753-49.3% | $55,167-22.2% |
| Participation rate | 95.8% | 67.5%+28.3pp | 76.6%+19.2pp | 69.0%+26.8pp |
| Annual return | 5.80% | 18.03%-12.2pp | 22.78%-17.0pp | 169.23%-163.4pp |
| Employer contribution / active EE | $4,873 | $2,233+118.2% | $3,574+36.3% | $1,963+148.3% |
| Participant deferral / active EE | $3,016 | $2,644+14.1% | $3,712-18.8% | $3,054-1.3% |
| Admin fee / account holder | $153 | $581-73.6% | $5,333-97.1% | $504-69.5% |