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 Service code 15 · EIN 36-6071399 1150 S OLIVE STREET · LOS ANGELES, CA 90015 | Recordkeeping | $11,078 |
Filed as: EMPLOYEE BENEFIT SYSTEMS, INC Service code 15 · EIN 13-4266176 PO BOX 609 · KRESGEVILLE, PA 183330609 | Recordkeeping | $4,708 |
Filed as: MORGAN STANLEY BARNEY, LLC Service code 22 · EIN 26-4310632 34 EXCHANGE PLACE FLOOR 7 · JERSEY CITY, NJ 07311 | Insurance Broker | $294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,414 | $71,802-74.4% | $133,975-86.3% | $57,658-68.1% |
| Participation rate | 37.6% | 85.5%-47.9pp | 87.1%-49.5pp | 70.2%-32.6pp |
| Annual return | 11.62% | 13.51%-1.9pp | 29.29%-17.7pp | 5.13%+6.5pp |
| Employer contribution / active EE | $176 | $3,161-94.4% | $5,211-96.6% | $1,974-91.1% |
| Participant deferral / active EE | $1,334 | $4,606-71.0% | $6,282-78.8% | $3,061-56.4% |
| Admin fee / account holder | $99 | $88+12.9% | $9,324-98.9% | $95+4.7% |