Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $62,486 |
NATIONAL BENEFIT SERVICES, LLC4+ years Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Recordkeeping | $14,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,245 | $75,388-54.6% | $123,552-72.3% | $55,725-38.5% |
| Participation rate | 28.8% | 75.7%-46.8pp | 82.3%-53.5pp | 70.9%-42.0pp |
| Annual return | -33.47% | 4.48%-37.9pp | 119.20%-152.7pp | 244.93%-278.4pp |
| Employer contribution / active EE | $748 | $3,063-75.6% | $4,628-83.8% | $2,078-64.0% |
| Participant deferral / active EE | $1,370 | $5,651-75.8% | $6,426-78.7% | $3,356-59.2% |
| Admin fee / account holder | $395 | $120+230.1% | $9,285-95.7% | $115+243.2% |