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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $27,060 |
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 | $38,016 | $55,449-31.4% | $83,830-54.7% | $56,287-32.5% |
| Participation rate | 91.7% | 68.0%+23.7pp | 76.1%+15.6pp | 69.9%+21.9pp |
| Annual return | -5.26% | -1.38%-3.9pp | 850.97%-856.2pp | -9.96%+4.7pp |
| Employer contribution / active EE | $3,850 | $2,430+58.4% | $3,631+6.0% | $2,111+82.4% |
| Participant deferral / active EE | $3,036 | $2,935+3.4% | $4,082-25.6% | $3,350-9.4% |
| Admin fee / account holder | $137 | $656-79.2% | $5,479-97.5% | $521-73.8% |