Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSUR C Service code 15 · EIN 36-6071399 | Recordkeeping | $10,330 |
HUNNEX AND SHOEMAKER, INC.7 years Service code 15 · EIN 91-1072394 | Recordkeeping | $5,436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,373 | $63,809-60.2% | $81,353-68.8% | $80,935-68.6% |
| Participation rate | 67.9% | 63.9%+4.0pp | 69.5%-1.6pp | 67.7%+0.3pp |
| Annual return | 18.00% | 16.37%+1.6pp | 24.82%-6.8pp | 35.66%-17.7pp |
| Employer contribution / active EE | $2,060 | $1,981+4.0% | $2,464-16.4% | $2,757-25.3% |
| Participant deferral / active EE | $3,410 | $3,093+10.2% | $3,885-12.2% | $4,299-20.7% |
| Admin fee / account holder | $203 | $5,686-96.4% | $5,766-96.5% | $6,924-97.1% |