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 | $12,785 |
HARPER & PEARSON COMPANY, P.C.1+ years Filed as: HARPER & PEARSON COMPANY, PC Service code 10 · EIN 20-2435857 | Accounting | $2,089 |
LOREN D. STARK COMPANY1+ years Service code 15 · EIN 74-1537058 | Recordkeeping | $1,740 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,828 | $70,002-61.7% | $115,037-76.7% | $52,331-48.7% |
| Participation rate | 22.2% | 72.1%-49.9pp | 81.4%-59.2pp | 68.1%-45.9pp |
| Annual return | -20.98% | 4.04%-25.0pp | 26.14%-47.1pp | 4.54%-25.5pp |
| Employer contribution / active EE | $196 | $2,715-92.8% | $4,608-95.7% | $1,882-89.6% |
| Participant deferral / active EE | $2,314 | $4,920-53.0% | $6,026-61.6% | $3,022-23.4% |
| Admin fee / account holder | $213 | $566-62.3% | $8,175-97.4% | $592-64.0% |