Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 | Recordkeeping | $7,062 |
Service code 15 · EIN 58-2380163 | Recordkeeping | $3,620 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,439 | $63,924-10.1% | $108,582-47.1% | $55,167+4.1% |
| Participation rate | 74.0% | 74.3%-0.4pp | 79.6%-5.6pp | 69.0%+5.0pp |
| Annual return | 8.33% | 15.31%-7.0pp | -51.70%+60.0pp | 169.23%-160.9pp |
| Employer contribution / active EE | $1,756 | $1,879-6.6% | $3,758-53.3% | $1,963-10.6% |
| Participant deferral / active EE | $2,971 | $3,067-3.1% | $4,311-31.1% | $3,054-2.7% |
| Admin fee / account holder | $24 | $618-96.1% | $7,645-99.7% | $504-95.2% |