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 | $13,326 |
Service code 15 · EIN 23-2942715 220 N. UNION STREET · KENNETT SQUARE, PA 19348 | Recordkeeping | $13,213 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $10,476 |
Filed as: MESIROW FINANCIAL & INVESTMENT MANA Service code 27 · EIN 36-3429599 | Advisory (Plan) | $1,497 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,722 | $88,117-78.8% | $164,928-88.6% | $74,400-74.8% |
| Participation rate | 73.6% | 73.1%+0.5pp | 78.6%-5.0pp | 67.2%+6.4pp |
| Annual return | 9.37% | 17.27%-7.9pp | 70.08%-60.7pp | 1367.51%-1358.1pp |
| Employer contribution / active EE | $633 | $2,596-75.6% | $4,343-85.4% | $2,624-75.9% |
| Participant deferral / active EE | $965 | $4,501-78.6% | $6,034-84.0% | $4,348-77.8% |
| Admin fee / account holder | $337 | $2,230-84.9% | $12,684-97.3% | $1,944-82.7% |