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 | $12,705 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,791 | $59,220+39.8% | $96,572-14.3% | $79,389+4.3% |
| Participation rate | 59.3% | 61.9%-2.6pp | 69.8%-10.6pp | 70.7%-11.5pp |
| Annual return | 10.87% | 27.08%-16.2pp | 37.79%-26.9pp | 116.89%-106.0pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,132 | $2,948+6.2% | $3,850-18.7% | $4,046-22.6% |
| Admin fee / account holder | $184 | $659-72.0% | $6,183-97.0% | $626-70.6% |