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 | $42,815 |
PRIME BENEFITS, INC.4 years Service code 15 · EIN 52-2204662 | Recordkeeping | $35,973 |
WCS1 year Service code 10 · EIN 81-4643077 | Accounting | $13,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,192 | $40,435-52.5% | $80,627-76.2% | $74,460-74.2% |
| Participation rate | 87.9% | 47.4%+40.5pp | 67.0%+20.9pp | 70.7%+17.1pp |
| Annual return | 17.44% | 165.19%-147.7pp | 936.76%-919.3pp | 34.38%-16.9pp |
| Employer contribution / active EE | $170 | $1,498-88.7% | $2,723-93.8% | $2,638-93.6% |
| Participant deferral / active EE | $1,754 | $2,673-34.4% | $4,443-60.5% | $4,530-61.3% |
| Admin fee / account holder | $179 | $721-75.1% | $5,381-96.7% | $348-48.5% |