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; Recor... | $49,413 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $17,738 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,010 | $58,969+5.2% | $129,406-52.1% | $77,762-20.3% |
| Participation rate | 50.1% | 59.5%-9.3pp | 69.6%-19.5pp | 70.6%-20.5pp |
| Annual return | 10.80% | 24.78%-14.0pp | 9468.18%-9457.4pp | 31.27%-20.5pp |
| Employer contribution / active EE | $2,955 | $1,959+50.9% | $4,155-28.9% | $2,728+8.3% |
| Participant deferral / active EE | $0 | $3,224-100.0% | $4,167-100.0% | $4,651-100.0% |
| Admin fee / account holder | $198 | $593-66.6% | $7,689-97.4% | $433-54.2% |