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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $23,293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $13,350 | $62,928-78.8% | $172,752-92.3% | $67,579-80.2% |
| Participation rate | 31.6% | 64.5%-32.8pp | 82.6%-51.0pp | 71.3%-39.6pp |
| Annual return | 28.21% | 30.36%-2.2pp | 802.97%-774.8pp | 378.56%-350.3pp |
| Employer contribution / active EE | $84 | $1,636-94.9% | $5,144-98.4% | $2,148-96.1% |
| Participant deferral / active EE | $1,366 | $2,145-36.3% | $5,198-73.7% | $3,539-61.4% |
| Admin fee / account holder | $81 | $167-51.1% | $13,955-99.4% | $142-42.8% |