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 | $24,624 |
BENEFITS ADMINISTRATORS, LLC4 years Service code 15 · EIN 61-1291181 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,484 | $88,137-11.0% | $164,975-52.4% | $74,429+5.4% |
| Participation rate | 81.1% | 73.1%+8.0pp | 78.6%+2.5pp | 67.2%+13.9pp |
| Annual return | 14.69% | 17.13%-2.4pp | 70.12%-55.4pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $3,401 | $2,597+30.9% | $4,343-21.7% | $2,625+29.6% |
| Participant deferral / active EE | $6,117 | $4,501+35.9% | $6,033+1.4% | $4,348+40.7% |
| Admin fee / account holder | $187 | $2,231-91.6% | $12,688-98.5% | $1,944-90.4% |