Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $13,674 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $7,553 |
RPA FINANCIAL, LLC1 year Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $431 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,493 | $87,132-94.8% | $105,624-95.7% | $80,959-94.4% |
| Participation rate | 90.9% | 70.4%+20.5pp | 75.3%+15.6pp | 67.7%+23.2pp |
| Annual return | 14.90% | 17.03%-2.1pp | 116.20%-101.3pp | 35.67%-20.8pp |
| Employer contribution / active EE | $3,631 | $2,397+51.5% | $3,168+14.6% | $2,757+31.7% |
| Participant deferral / active EE | $7,035 | $3,985+76.5% | $5,013+40.3% | $4,300+63.6% |
| Admin fee / account holder | $113 | $8,449-98.7% | $10,961-99.0% | $6,925-98.4% |