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 | $15,240 |
NEXUS ADMINISTRATORS, INC.2 years Service code 15 · EIN 77-0586222 | Recordkeeping | $3,950 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,278 | $60,989-42.2% | $60,919-42.1% | $66,949-47.3% |
| Participation rate | 71.6% | 74.5%-2.9pp | 73.1%-1.6pp | 69.8%+1.7pp |
| Annual return | -18.48% | -9.60%-8.9pp | 16.96%-35.4pp | 1.57%-20.1pp |
| Employer contribution / active EE | $2,586 | $2,661-2.8% | $2,704-4.4% | $2,545+1.6% |
| Participant deferral / active EE | $6,008 | $3,615+66.2% | $3,814+57.5% | $4,239+41.7% |
| Admin fee / account holder | $152 | $338-55.0% | $3,228-95.3% | $594-74.3% |