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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,519 |
QBI, LLC2 years Service code 15 · EIN 26-2768667 | Recordkeeping | $8,111 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,660 | $47,977-84.0% | $154,108-95.0% | $56,289-86.4% |
| Participation rate | 90.1% | 66.2%+23.9pp | 83.0%+7.0pp | 69.9%+20.2pp |
| Annual return | -6.92% | 3.54%-10.5pp | 735.21%-742.1pp | -9.96%+3.0pp |
| Employer contribution / active EE | $387 | $2,169-82.1% | $5,298-92.7% | $2,111-81.7% |
| Participant deferral / active EE | $1,569 | $2,392-34.4% | $5,081-69.1% | $3,350-53.2% |
| Admin fee / account holder | $68 | $438-84.4% | $13,411-99.5% | $521-86.9% |