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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Float... | $9,063 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,448 | $43,496-59.9% | $161,489-89.2% | $64,340-72.9% |
| Participation rate | 91.1% | 53.5%+37.6pp | 78.7%+12.4pp | 55.2%+35.9pp |
| Annual return | 10.83% | 20.76%-9.9pp | 89.72%-78.9pp | 24.14%-13.3pp |
| Employer contribution / active EE | $1,283 | $1,431-10.3% | $4,268-69.9% | $1,862-31.1% |
| Participant deferral / active EE | $1,587 | $1,996-20.5% | $5,630-71.8% | $2,980-46.7% |
| Admin fee / account holder | $63 | $2,330-97.3% | $16,006-99.6% | $3,703-98.3% |