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 | Float revenue; Distribution (12b-1) f... | $3,237 |
Annual investment return 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 | $73,915 | $36,002+105.3% | $161,489-54.2% | $64,728+14.2% |
| Participation rate | 100.0% | 57.4%+42.6pp | 78.7%+21.3pp | 57.9%+42.1pp |
| Annual return | 3.46% | 33.93%-30.5pp | 89.72%-86.3pp | 49.38%-45.9pp |
| Employer contribution / active EE | $3,254 | $1,380+135.9% | $4,268-23.8% | $2,243+45.1% |
| Participant deferral / active EE | $3,829 | $1,815+111.0% | $5,630-32.0% | $2,729+40.3% |
| Admin fee / account holder | $7 | $931-99.3% | $16,006-100.0% | $1,145-99.4% |