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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 | $38,787 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,716 | $72,639-57.7% | $90,766-66.2% | $66,949-54.1% |
| Participation rate | 95.3% | 73.7%+21.6pp | 75.7%+19.6pp | 69.8%+25.5pp |
| Annual return | -6.07% | -12.28%+6.2pp | -12.16%+6.1pp | 1.57%-7.6pp |
| Employer contribution / active EE | $4,717 | $2,369+99.1% | $2,922+61.4% | $2,545+85.3% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $164 | $708-76.9% | $8,446-98.1% | $594-72.4% |