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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,153 |
QBI, LLC4 years Service code 15 · EIN 26-2768667 | Recordkeeping | $450 |
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 | $11,559 | $58,895-80.4% | $178,503-93.5% | $73,497-84.3% |
| Participation rate | 91.8% | 66.2%+25.5pp | 81.9%+9.8pp | 70.7%+21.1pp |
| Annual return | 15.01% | 24.86%-9.9pp | 151.12%-136.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,282 | $2,236+2.1% | $5,011-54.5% | $2,270+0.5% |
| Participant deferral / active EE | $1,611 | $2,567-37.2% | $5,202-69.0% | $3,740-56.9% |
| Admin fee / account holder | $42 | $400-89.4% | $13,987-99.7% | $513-91.7% |