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 | $124,742 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $40,615 |
COULTER & JUSTUS1 year Filed as: COULTER & JUSTUS PC Service code 10 · EIN 62-1532536 | Accounting | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,278 | $106,264-51.7% | $147,117-65.1% | $77,762-34.1% |
| Participation rate | 64.5% | 78.4%-14.0pp | 82.2%-17.7pp | 70.6%-6.1pp |
| Annual return | 16.36% | 56.94%-40.6pp | 420.54%-404.2pp | 31.27%-14.9pp |
| Employer contribution / active EE | $1,919 | $4,074-52.9% | $4,932-61.1% | $2,728-29.7% |
| Participant deferral / active EE | $7,163 | $8,003-10.5% | $8,065-11.2% | $4,651+54.0% |
| Admin fee / account holder | $399 | $334+19.3% | $12,993-96.9% | $433-7.9% |