Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,832 |
THE RETIREMENT ADVANTAGE INC4 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $1,771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,977 | $84,493-65.7% | $125,381-76.9% | $66,938-56.7% |
| Participation rate | 60.0% | 76.4%-16.4pp | 82.4%-22.4pp | 69.8%-9.8pp |
| Annual return | -17.65% | -8.49%-9.2pp | 572.31%-590.0pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,905 | $3,554-46.4% | $4,815-60.4% | $2,545-25.1% |
| Participant deferral / active EE | $6,235 | $6,783-8.1% | $7,448-16.3% | $4,238+47.1% |
| Admin fee / account holder | $293 | $685-57.2% | $10,007-97.1% | $594-50.6% |