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 | $108,521 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $47,338 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,074 | $88,137+49.9% | $164,975-19.9% | $74,429+77.4% |
| Participation rate | 93.5% | 73.1%+20.4pp | 78.6%+14.9pp | 67.2%+26.3pp |
| Annual return | 15.37% | 17.13%-1.8pp | 70.12%-54.7pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $3,160 | $2,597+21.7% | $4,343-27.2% | $2,625+20.4% |
| Participant deferral / active EE | $11,197 | $4,501+148.8% | $6,033+85.6% | $4,348+157.5% |
| Admin fee / account holder | $808 | $2,231-63.8% | $12,688-93.6% | $1,944-58.5% |