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 | $22,507 |
NEXUS ADMINISTRATORS, INC.4 years Service code 15 · EIN 77-0586222 | Recordkeeping | $1,925 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,237 | $69,774-28.0% | $67,561-25.6% | $74,429-32.5% |
| Participation rate | 81.2% | 71.4%+9.8pp | 72.9%+8.3pp | 67.2%+14.0pp |
| Annual return | 17.15% | -40.53%+57.7pp | 3525.44%-3508.3pp | 1368.38%-1351.2pp |
| Employer contribution / active EE | $3,093 | $2,710+14.1% | $2,735+13.1% | $2,625+17.8% |
| Participant deferral / active EE | $7,094 | $3,636+95.1% | $4,003+77.2% | $4,348+63.1% |
| Admin fee / account holder | $163 | $890-81.7% | $4,006-95.9% | $1,944-91.6% |