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 Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,496 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,628 | $53,199-48.1% | $155,567-82.2% | $199,768-86.2% |
| Participation rate | 20.3% | 64.1%-43.9pp | 78.2%-57.9pp | 72.0%-51.7pp |
| Annual return | 12.22% | 41.17%-28.9pp | 64.74%-52.5pp | 34.26%-22.0pp |
| Employer contribution / active EE | $255 | $1,852-86.3% | $4,674-94.6% | $3,037-91.6% |
| Participant deferral / active EE | $634 | $3,163-79.9% | $5,628-88.7% | $5,090-87.5% |
| Admin fee / account holder | $12 | $186-93.3% | $15,916-99.9% | $269-95.4% |