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 |
|---|---|---|
Service code 35 · EIN 23-2365124 | Employee (plan sponsor) | $4,600 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,860 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,660 | $52,967-53.4% | $172,753-85.7% | $65,186-62.2% |
| Participation rate | 88.9% | 66.2%+22.7pp | 82.6%+6.2pp | 70.2%+18.7pp |
| Annual return | 19.31% | 30.12%-10.8pp | 803.00%-783.7pp | 29.39%-10.1pp |
| Employer contribution / active EE | $210 | $2,190-90.4% | $5,144-95.9% | $2,177-90.4% |
| Participant deferral / active EE | $1,729 | $2,471-30.0% | $5,198-66.7% | $3,514-50.8% |
| Admin fee / account holder | $25 | $472-94.6% | $13,956-99.8% | $847-97.0% |