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 | $990 |
LPL FINANCIAL5 years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $169,357 | $78,423+116.0% | $95,964+76.5% | $79,856+112.1% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | 20.03% | 19.37%+0.7pp | 91.64%-71.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,662 | $3,440+297.1% | $4,167+227.9% | $3,741+265.2% |
| Admin fee / account holder | $9 | $5,622-99.8% | $6,797-99.9% | $5,306-99.8% |