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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS CO., INC. Service code 15 | Recordkeeping | $360 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $150 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,953 | $42,396-3.4% | $67,313-39.2% | $56,289-27.2% |
| Participation rate | 51.7% | 61.0%-9.3pp | 69.1%-17.4pp | 69.9%-18.1pp |
| Annual return | -4.81% | -36.63%+31.8pp | -4.08%-0.7pp | -9.96%+5.1pp |
| Employer contribution / active EE | $1,455 | $1,414+2.9% | $2,566-43.3% | $2,111-31.1% |
| Participant deferral / active EE | $507 | $2,360-78.5% | $3,568-85.8% | $3,350-84.9% |
| Admin fee / account holder | $252 | $510-50.5% | $4,507-94.4% | $521-51.6% |