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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $29,968 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $16,311 |
COULTER & JUSTUS1 year Filed as: COULTER & JUSTUS PC Service code 10 · EIN 62-1532536 | Accounting | $7,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $30,875 | $76,383-59.6% | $121,663-74.6% | $64,340-52.0% |
| Participation rate | 84.7% | 60.4%+24.3pp | 74.5%+10.2pp | 55.2%+29.4pp |
| Annual return | 16.83% | 16.98%-0.1pp | 147.54%-130.7pp | 24.14%-7.3pp |
| Employer contribution / active EE | $1,686 | $1,943-13.2% | $3,020-44.2% | $1,862-9.5% |
| Participant deferral / active EE | $4,304 | $3,149+36.7% | $4,887-11.9% | $2,980+44.4% |
| Admin fee / account holder | $321 | $4,142-92.3% | $14,289-97.8% | $3,703-91.3% |