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 FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $17,896 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $12,582 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,317 | $81,870-44.6% | $119,622-62.1% | $68,486-33.8% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -18.79% | -23.82%+5.0pp | -14.98%-3.8pp | -7.85%-10.9pp |
| Employer contribution / active EE | $815 | $2,692-69.7% | $4,232-80.7% | $2,597-68.6% |
| Participant deferral / active EE | $2,431 | $4,148-41.4% | $5,601-56.6% | $4,028-39.6% |
| Admin fee / account holder | $575 | $6,583-91.3% | $10,328-94.4% | $5,404-89.4% |