Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 64 · EIN 31-6134953 440 MAMARONECK AVE. · HARRISON, NY 10528 | Recordkeeping Fees | $44,071 |
BENEFITS ADMINISTRATORS, LLC3+ years Filed as: BENEFITS ADMINISTRATORS LLC Service code 16 · EIN 61-1291181 301 EAST MAIN STREET · LEXINGTON, KY 40507 | Consulting | $25,494 |
UMR3+ years Service code 13 · EIN 31-1557688 333 WEST VINE STREET · LEXINGTON, KY 40507 | Contract Administrator | $15,195 |
FRANK N HESTAND CPA PSC3+ years Service code 10 · EIN 61-1336870 261 REGENCY CIRCLE · LEXINGTON, KY 40503 | Accounting | $6,000 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 5301 WISCONSIN AVE, NW · WASHINGTON, DC 20015 | Legal | $5,845 |
Participant contribution per participant 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,823 | $56,443-82.6% | $83,831-88.3% | $55,725-82.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 9.11% | 393.67%-384.6pp | 850.99%-841.9pp | 244.93%-235.8pp |
| Employer contribution / active EE | $2,387 | $2,682-11.0% | $3,631-34.3% | $2,078+14.8% |
| Participant deferral / active EE | $13 | $2,965-99.6% | $4,082-99.7% | $3,356-99.6% |
| Admin fee / account holder | $113 | $156-27.8% | $5,479-97.9% | $115-2.1% |