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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $25,953 |
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 | $16,145 | $43,504-62.9% | $68,612-76.5% | $56,287-71.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | -5.70% | -3.15%-2.5pp | -4.63%-1.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $4,163 | $1,525+172.9% | $2,625+58.6% | $2,111+97.2% |
| Participant deferral / active EE | $2,441 | $2,509-2.7% | $3,311-26.3% | $3,350-27.1% |
| Admin fee / account holder | $88 | $515-83.0% | $5,131-98.3% | $521-83.2% |