Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $7,156 |
Filed as: TAX SHELTERED COMPENSATION INC Service code 15 · EIN 41-0955056 | Recordkeeping | $5,252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $0 | $52,967-100.0% | $172,753-100.0% | $65,186-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 82.6%-82.6pp | 70.2%-70.2pp |
| Annual return | 20.88% | 30.12%-9.2pp | 803.00%-782.1pp | 29.39%-8.5pp |
| Employer contribution / active EE | $655 | $2,190-70.1% | $5,144-87.3% | $2,177-69.9% |
| Participant deferral / active EE | $2,355 | $2,471-4.7% | $5,198-54.7% | $3,514-33.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,956-100.0% | $847-100.0% |