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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 1150 S OLIVE ST · LOS ANGELES, CA 90015 | Recordkeeping | $37,586 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,957 | $78,562-55.5% | $105,608-66.9% | $74,429-53.0% |
| Participation rate | 92.4% | 72.8%+19.6pp | 75.3%+17.1pp | 67.2%+25.2pp |
| Annual return | 7.55% | 15.94%-8.4pp | 116.50%-109.0pp | 1368.38%-1360.8pp |
| Employer contribution / active EE | $3,614 | $2,521+43.4% | $3,167+14.1% | $2,625+37.7% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $166 | $2,217-92.5% | $11,028-98.5% | $1,944-91.5% |