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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 1150 S OLIVE ST · LOS ANGELES, CA 90015 | Recordkeeping | $31,308 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $960 |
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 | $31,607 | $70,917-55.4% | $98,920-68.0% | $73,497-57.0% |
| Participation rate | 98.0% | 73.8%+24.2pp | 76.0%+22.0pp | 70.7%+27.3pp |
| Annual return | -3.63% | 34.18%-37.8pp | 196.47%-200.1pp | 28.51%-32.1pp |
| Employer contribution / active EE | $10,766 | $2,037+428.5% | $2,689+300.3% | $2,270+374.3% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $141 | $535-73.7% | $6,643-97.9% | $513-72.5% |