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 | $17,221 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 15 · EIN 58-2365498 | Recordkeeping | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,363 | $84,493-36.8% | $125,381-57.4% | $66,938-20.3% |
| Participation rate | 51.4% | 76.4%-25.1pp | 82.4%-31.0pp | 69.8%-18.5pp |
| Annual return | -18.91% | -8.49%-10.4pp | 572.31%-591.2pp | 1.58%-20.5pp |
| Employer contribution / active EE | $2,117 | $3,554-40.4% | $4,815-56.0% | $2,545-16.8% |
| Participant deferral / active EE | $4,887 | $6,783-28.0% | $7,448-34.4% | $4,238+15.3% |
| Admin fee / account holder | $166 | $685-75.7% | $10,007-98.3% | $594-72.0% |