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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 | $39,883 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,538 | $71,534-51.7% | $98,462-64.9% | $71,529-51.7% |
| Participation rate | 96.1% | 72.7%+23.4pp | 75.2%+20.9pp | 67.9%+28.1pp |
| Annual return | 21.08% | 32.44%-11.4pp | 21.17%-0.1pp | 28.97%-7.9pp |
| Employer contribution / active EE | $5,009 | $2,399+108.8% | $3,049+64.3% | $2,590+93.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $163 | $1,677-90.3% | $8,875-98.2% | $1,588-89.8% |