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 | $5,737 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN ADMINISTRATIVE SERV Service code 15 · EIN 54-1202236 | Recordkeeping | $4,478 |
Annual investment return 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 | $5,651 | $46,360-87.8% | $147,617-96.2% | $52,331-89.2% |
| Participation rate | 89.9% | 64.9%+25.0pp | 84.6%+5.3pp | 68.1%+21.8pp |
| Annual return | -2.51% | 1.62%-4.1pp | 61.98%-64.5pp | 4.54%-7.1pp |
| Employer contribution / active EE | $458 | $2,126-78.4% | $5,564-91.8% | $1,882-75.6% |
| Participant deferral / active EE | $1,457 | $2,258-35.4% | $4,895-70.2% | $3,022-51.8% |
| Admin fee / account holder | $131 | $766-82.9% | $11,612-98.9% | $592-77.9% |