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 RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $15,854 |
Service code 15 · EIN 14-1624930 | Recordkeeping | $750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,360 | $80,731-2.9% | $103,374-24.2% | $74,546+5.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 13.40% | 27.56%-14.2pp | 24.89%-11.5pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $14,212 | $3,158+350.1% | $3,869+267.3% | $2,624+441.6% |
| Participant deferral / active EE | $8,164 | $3,860+111.5% | $5,058+61.4% | $4,347+87.8% |
| Admin fee / account holder | $107 | $2,369-95.5% | $8,394-98.7% | $1,944-94.5% |