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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $24,595 |
BRADLEY ASSOCIATES INC2 years Service code 10 · EIN 35-1719602 | Accounting | $24,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,983 | $50,820-5.6% | $155,567-69.2% | $77,671-38.2% |
| Participation rate | 63.3% | 63.1%+0.2pp | 78.2%-14.9pp | 70.6%-7.2pp |
| Annual return | 12.75% | 34.85%-22.1pp | 64.74%-52.0pp | 31.21%-18.5pp |
| Employer contribution / active EE | $935 | $1,993-53.1% | $4,674-80.0% | $2,726-65.7% |
| Participant deferral / active EE | $2,850 | $2,823+0.9% | $5,628-49.4% | $4,648-38.7% |
| Admin fee / account holder | $181 | $436-58.6% | $15,916-98.9% | $430-58.0% |