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 |
|---|---|---|
Service code 35 · EIN 54-1561206 | Employee (plan sponsor) | $28,370 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,124 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 22 · EIN 20-3247391 | Insurance Broker | $2,162 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,371 | $96,558-75.8% | $80,977-71.1% | $273,972-91.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.88% | 15.14%-8.3pp | 17.11%-10.2pp | 41.46%-34.6pp |
| Employer contribution / active EE | $96 | $4,869-98.0% | $3,715-97.4% | $4,869-98.0% |
| Participant deferral / active EE | $8,104 | $6,598+22.8% | $5,696+42.3% | $5,287+53.3% |
| Admin fee / account holder | $251 | $7,493-96.7% | $5,517-95.5% | $10,133-97.5% |