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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $17,984 |
OSAIC WEALTH INC1 year Service code 22 · EIN 95-0987232 | Insurance Broker | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,233 | $65,904+8.1% | $160,784-55.7% | $79,634-10.5% |
| Participation rate | 95.9% | 56.2%+39.7pp | 77.0%+18.9pp | 62.5%+33.4pp |
| Annual return | 14.76% | 20.16%-5.4pp | 1803.92%-1789.2pp | 36.46%-21.7pp |
| Employer contribution / active EE | $2,022 | $1,805+12.0% | $3,733-45.8% | $2,529-20.1% |
| Participant deferral / active EE | $4,087 | $3,692+10.7% | $6,293-35.0% | $3,835+6.6% |
| Admin fee / account holder | $41 | $965-95.7% | $9,717-99.6% | $1,002-95.9% |