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 | $1,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,040 | $35,955-61.0% | $78,210-82.0% | $69,631-79.8% |
| Participation rate | 2.6% | 67.2%-64.6pp | 68.7%-66.1pp | 70.7%-68.1pp |
| Annual return | 24.80% | 16.42%+8.4pp | 40.90%-16.1pp | 27571.02%-27546.2pp |
| Employer contribution / active EE | $0 | $1,244-100.0% | $2,034-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $186 | $2,107-91.2% | $2,823-93.4% | $3,224-94.2% |
| Admin fee / account holder | $182 | $86+112.1% | $3,758-95.1% | $110+65.1% |