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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $9,479 |
RETIREMENT STRATEGIES, INC.2 years Filed as: RETIREMENT STRATEGIES, INC Service code 17 · EIN 58-2380163 | Pension Consulting | $1,475 |
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 | $46,884 | $31,424+49.2% | $81,473-42.5% | $69,631-32.7% |
| Participation rate | 15.5% | 50.8%-35.3pp | 68.0%-52.4pp | 70.7%-55.2pp |
| Annual return | 44.89% | 22.44%+22.5pp | 38.78%+6.1pp | 27571.02%-27526.1pp |
| Employer contribution / active EE | $1,217 | $1,029+18.2% | $2,568-52.6% | $2,032-40.1% |
| Participant deferral / active EE | $2,861 | $1,838+55.6% | $3,537-19.1% | $3,224-11.3% |
| Admin fee / account holder | $169 | $103+64.3% | $4,561-96.3% | $110+52.6% |