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 | $19,399 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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 | $51,859 | $54,380-4.6% | $68,509-24.3% | $59,633-13.0% |
| Participation rate | 90.4% | 70.2%+20.2pp | 74.7%+15.7pp | 68.7%+21.8pp |
| Annual return | 1.25% | 2.83%-1.6pp | 8.27%-7.0pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $3,351 | $1,539+117.8% | $2,278+47.1% | $2,203+52.2% |
| Participant deferral / active EE | $2,037 | $2,643-22.9% | $3,382-39.8% | $3,192-36.2% |
| Admin fee / account holder | $124 | $3,885-96.8% | $5,275-97.7% | $4,297-97.1% |