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 | $9,782 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,519 | $42,548-75.3% | $74,552-85.9% | $56,287-81.3% |
| Participation rate | 74.8% | 60.5%+14.3pp | 69.1%+5.6pp | 69.9%+4.9pp |
| Annual return | -2.59% | 12.40%-15.0pp | 32.53%-35.1pp | -9.96%+7.4pp |
| Employer contribution / active EE | $411 | $855-52.0% | $1,961-79.1% | $2,111-80.5% |
| Participant deferral / active EE | $2,789 | $2,277+22.5% | $3,108-10.3% | $3,350-16.7% |
| Admin fee / account holder | $50 | $467-89.2% | $5,060-99.0% | $521-90.3% |