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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $9,235 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,061 | $58,888-67.6% | $178,499-89.3% | $73,493-74.1% |
| Participation rate | 26.0% | 66.2%-40.2pp | 81.9%-55.9pp | 70.7%-44.7pp |
| Annual return | 17.97% | 24.86%-6.9pp | 151.10%-133.1pp | 28.51%-10.5pp |
| Employer contribution / active EE | $497 | $2,236-77.8% | $5,011-90.1% | $2,270-78.1% |
| Participant deferral / active EE | $355 | $2,568-86.2% | $5,202-93.2% | $3,740-90.5% |
| Admin fee / account holder | $218 | $400-45.4% | $13,986-98.4% | $513-57.4% |