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 |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $80,557 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,552 |
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $2,332 | $45,382-94.9% | $154,108-98.5% | $75,289-96.9% |
| Participation rate | 89.3% | 65.9%+23.4pp | 83.0%+6.2pp | 72.4%+16.8pp |
| Annual return | -15.06% | -0.47%-14.6pp | 735.21%-750.3pp | -0.04%-15.0pp |
| Employer contribution / active EE | $235 | $1,533-84.7% | $5,298-95.6% | $2,405-90.2% |
| Participant deferral / active EE | $1,273 | $2,384-46.6% | $5,081-74.9% | $3,739-65.9% |
| Admin fee / account holder | $54 | $89-39.2% | $13,411-99.6% | $102-46.9% |