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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $43,869 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS LLC Service code 22 · EIN 84-0858799 | Insurance Broker | $18,819 |
TAG RESOURCES, LLC1 year Filed as: TAG RESOURCES LLC Service code 15 · EIN 62-1874769 | Recordkeeping | $5,868 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,623 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,239 | $79,438-63.2% | $106,555-72.6% | $79,391-63.2% |
| Participation rate | 86.1% | 74.2%+11.9pp | 76.1%+9.9pp | 70.7%+15.4pp |
| Annual return | 13.40% | 18.27%-4.9pp | 26.80%-13.4pp | 116.88%-103.5pp |
| Employer contribution / active EE | $2,083 | $2,235-6.8% | $2,819-26.1% | $2,428-14.2% |
| Participant deferral / active EE | $3,557 | $3,824-7.0% | $4,399-19.1% | $4,046-12.1% |
| Admin fee / account holder | $225 | $523-56.9% | $7,408-97.0% | $627-64.0% |