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 | $5,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,742 | $52,580-58.6% | $71,671-69.7% | $70,126-69.0% |
| Participation rate | 48.8% | 60.9%-12.1pp | 68.7%-20.0pp | 69.5%-20.8pp |
| Annual return | 13.88% | 20.25%-6.4pp | 20.65%-6.8pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,399 | $2,386-41.4% | $3,438-59.3% | $3,332-58.0% |
| Admin fee / account holder | $98 | $3,653-97.3% | $5,558-98.2% | $4,645-97.9% |