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 FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $15,930 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 80-0937639 | Advisory (Plan) | $11,034 |
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 | $33,235 | $88,324-62.4% | $115,038-71.1% | $55,191-39.8% |
| Participation rate | 83.3% | 72.5%+10.8pp | 81.4%+1.9pp | 69.2%+14.1pp |
| Annual return | -2.42% | 6.30%-8.7pp | 26.14%-28.6pp | 10.78%-13.2pp |
| Employer contribution / active EE | $1,397 | $2,805-50.2% | $4,608-69.7% | $1,899-26.4% |
| Participant deferral / active EE | $2,180 | $5,042-56.8% | $6,026-63.8% | $3,046-28.4% |
| Admin fee / account holder | $43 | $105-59.1% | $8,175-99.5% | $91-52.5% |