Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,437 |
THE PENSION DESIGN GROUP3 years Service code 15 · EIN 46-2028188 | Recordkeeping | $2,898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,629 | $34,634-75.1% | $77,096-88.8% | $64,819-86.7% |
| Participation rate | 17.7% | 49.8%-32.1pp | 67.9%-50.2pp | 71.5%-53.8pp |
| Annual return | -16.90% | -5.31%-11.6pp | 42.35%-59.2pp | 32.84%-49.7pp |
| Employer contribution / active EE | $152 | $1,385-89.1% | $2,814-94.6% | $2,507-94.0% |
| Participant deferral / active EE | $619 | $2,553-75.7% | $4,429-86.0% | $4,311-85.6% |
| Admin fee / account holder | $108 | $178-39.3% | $5,428-98.0% | $188-42.3% |