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 | $21,496 |
QBI, LLC1+ years Service code 15 · EIN 26-2768667 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $49 |
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.
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 | $31,370 | $57,435-45.4% | $105,218-70.2% | $55,191-43.2% |
| Participation rate | 29.0% | 71.3%-42.4pp | 77.2%-48.2pp | 69.2%-40.2pp |
| Annual return | 0.88% | 2.97%-2.1pp | 5.33%-4.5pp | 10.78%-9.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $3,255-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,205 | $3,495-65.5% | $4,867-75.2% | $3,046-60.4% |
| Admin fee / account holder | $140 | $70+99.2% | $6,992-98.0% | $91+54.3% |