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 |
|---|---|---|
Service code 15 · EIN 14-1624930 | Recordkeeping | $11,314 |
Service code 10 · EIN 14-1818557 | Accounting | $9,725 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,118 |
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 | $113,071 | $52,884+113.8% | $84,753+33.4% | $55,167+105.0% |
| Participation rate | 97.1% | 67.5%+29.6pp | 76.6%+20.5pp | 69.0%+28.2pp |
| Annual return | 5.83% | 18.03%-12.2pp | 22.78%-17.0pp | 169.23%-163.4pp |
| Employer contribution / active EE | $6,205 | $2,233+177.8% | $3,574+73.6% | $1,963+216.2% |
| Participant deferral / active EE | $2,183 | $2,644-17.4% | $3,712-41.2% | $3,054-28.5% |
| Admin fee / account holder | $197 | $581-66.1% | $5,333-96.3% | $504-60.9% |