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 | $9,359 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,756 | $49,138+31.8% | $84,023-22.9% | $65,186-0.7% |
| Participation rate | 57.6% | 60.7%-3.1pp | 69.0%-11.4pp | 70.2%-12.6pp |
| Annual return | 19.03% | 23.00%-4.0pp | 71.32%-52.3pp | 29.39%-10.4pp |
| Employer contribution / active EE | $680 | $914-25.6% | $1,984-65.7% | $2,177-68.8% |
| Participant deferral / active EE | $2,624 | $2,397+9.5% | $3,239-19.0% | $3,514-25.3% |
| Admin fee / account holder | $138 | $543-74.5% | $6,102-97.7% | $847-83.7% |