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 |
|---|---|---|
BILLINGS AND COMPANY, INC.1+ years Service code 15 · EIN 42-1330861 | Recordkeeping | $61,815 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $42,753 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,219 | $22,714-72.6% | $59,496-89.5% | $55,191-88.7% |
| Participation rate | 81.2% | 37.5%+43.8pp | 54.6%+26.7pp | 69.2%+12.1pp |
| Annual return | -3.05% | -44.01%+41.0pp | 182.05%-185.1pp | 10.78%-13.8pp |
| Employer contribution / active EE | $627 | $418+50.1% | $1,153-45.6% | $1,899-67.0% |
| Participant deferral / active EE | $766 | $843-9.2% | $1,829-58.1% | $3,046-74.9% |
| Admin fee / account holder | $114 | $83+36.7% | $2,232-94.9% | $91+25.5% |