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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,218 |
COULTER & JUSTUS1+ years Service code 10 · EIN 62-1532536 | Accounting | $2,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,879 | $48,313-63.0% | $73,309-75.6% | $52,331-65.8% |
| Participation rate | 27.2% | 68.6%-41.3pp | 74.9%-47.7pp | 68.1%-40.9pp |
| Annual return | -1.19% | 3.85%-5.0pp | 5.67%-6.9pp | 4.54%-5.7pp |
| Employer contribution / active EE | $528 | $1,661-68.2% | $3,237-83.7% | $1,882-71.9% |
| Participant deferral / active EE | $926 | $4,189-77.9% | $4,991-81.4% | $3,022-69.3% |
| Admin fee / account holder | $273 | $404-32.4% | $5,635-95.2% | $592-53.8% |