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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $264,421 |
SKIDMORE AND OLAUSSON PLLC2 years Filed as: SKIDMORE AND OLAUSSON Service code 10 · EIN 20-8950260 | Accounting | $34,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,941 | $40,278-50.5% | $80,648-75.3% | $80,169-75.1% |
| Participation rate | 79.0% | 47.5%+31.5pp | 67.0%+12.0pp | 72.9%+6.1pp |
| Annual return | 9.47% | 50.86%-41.4pp | 937.21%-927.7pp | 40.39%-30.9pp |
| Employer contribution / active EE | $1,273 | $1,332-4.4% | $2,724-53.2% | $2,978-57.2% |
| Participant deferral / active EE | $2,928 | $2,696+8.6% | $4,443-34.1% | $5,016-41.6% |
| Admin fee / account holder | $111 | $210-47.2% | $5,382-97.9% | $145-23.4% |