Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,381 |
Filed as: STEWARD PARTNERS INVESTMENT ADVISOR Service code 27 · EIN 32-0483695 | Advisory (Plan) | $4,075 |
SETAWAY LLC1 year Filed as: SETAWAY, LLC Service code 15 · EIN 46-5055797 | Recordkeeping | $675 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,850 | $58,895-62.9% | $178,503-87.8% | $73,497-70.3% |
| Participation rate | 75.6% | 66.2%+9.4pp | 81.9%-6.3pp | 70.7%+4.9pp |
| Annual return | 14.36% | 24.86%-10.5pp | 151.12%-136.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,272 | $2,236-43.1% | $5,011-74.6% | $2,270-43.9% |
| Participant deferral / active EE | $805 | $2,567-68.6% | $5,202-84.5% | $3,740-78.5% |
| Admin fee / account holder | $295 | $400-26.3% | $13,987-97.9% | $513-42.5% |