Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $30,652 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $22,428 |
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 | $25,505 | $80,781-68.4% | $102,437-75.1% | $74,478-65.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 10.69% | 27.58%-16.9pp | 24.95%-14.3pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $3,333 | $3,160+5.5% | $3,871-13.9% | $2,626+26.9% |
| Participant deferral / active EE | $4,569 | $3,862+18.3% | $5,060-9.7% | $4,350+5.0% |
| Admin fee / account holder | $241 | $2,372-89.8% | $8,388-97.1% | $1,946-87.6% |