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 | $7,884 |
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.
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 | $16,474 | $34,634-52.4% | $77,096-78.6% | $64,819-74.6% |
| Participation rate | 6.7% | 49.8%-43.2pp | 67.9%-61.3pp | 71.5%-64.8pp |
| Annual return | -11.18% | -5.31%-5.9pp | 42.35%-53.5pp | 32.84%-44.0pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,814-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $374 | $2,553-85.3% | $4,429-91.5% | $4,311-91.3% |
| Admin fee / account holder | $110 | $178-38.6% | $5,428-98.0% | $188-41.7% |