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 | $17,791 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $15,750 |
SETAWAY LLC1 year Service code 15 · EIN 46-5055797 | Recordkeeping | $2,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,596 | $61,356-64.8% | $149,696-85.6% | $71,511-69.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 12.72% | 35.86%-23.1pp | 134.46%-121.7pp | 28.86%-16.1pp |
| Employer contribution / active EE | $1,860 | $2,382-21.9% | $4,821-61.4% | $2,589-28.2% |
| Participant deferral / active EE | $1,797 | $2,920-38.5% | $5,682-68.4% | $4,291-58.1% |
| Admin fee / account holder | $276 | $1,263-78.1% | $13,212-97.9% | $1,588-82.6% |