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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $24,392 |
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 | $39,053 | $58,726-33.5% | $92,240-57.7% | $62,293-37.3% |
| Participation rate | 89.1% | 68.3%+20.7pp | 76.5%+12.6pp | 69.5%+19.6pp |
| Annual return | 11.78% | 43.62%-31.8pp | 176.29%-164.5pp | 28.90%-17.1pp |
| Employer contribution / active EE | $2,334 | $2,392-2.4% | $3,680-36.6% | $2,042+14.3% |
| Participant deferral / active EE | $2,679 | $2,766-3.1% | $3,897-31.2% | $3,169-15.5% |
| Admin fee / account holder | $147 | $556-73.5% | $5,194-97.2% | $479-69.3% |