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 | $6,912 |
THE HASLAUER GROUP, INC.2+ years Service code 15 · EIN 72-1487108 | Recordkeeping | $1,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,916 | $25,723-42.0% | $69,182-78.4% | $55,167-73.0% |
| Participation rate | 41.3% | 39.4%+1.8pp | 55.1%-13.8pp | 69.0%-27.7pp |
| Annual return | 10.12% | 9.56%+0.6pp | -21.93%+32.1pp | 169.23%-159.1pp |
| Employer contribution / active EE | $950 | $480+97.7% | $1,206-21.2% | $1,963-51.6% |
| Participant deferral / active EE | $1,610 | $963+67.2% | $1,897-15.1% | $3,054-47.3% |
| Admin fee / account holder | $78 | $365-78.7% | $2,697-97.1% | $504-84.6% |