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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $35,411 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,640 | $69,305-71.7% | $82,312-76.1% | $69,631-71.8% |
| Participation rate | 94.0% | 80.3%+13.8pp | 76.9%+17.1pp | 70.7%+23.3pp |
| Annual return | 19.79% | 21.47%-1.7pp | 25.88%-6.1pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $2,558 | $1,887+35.6% | $2,428+5.4% | $2,032+25.9% |
| Participant deferral / active EE | $4,930 | $3,568+38.2% | $3,706+33.0% | $3,224+52.9% |
| Admin fee / account holder | $64 | $97-33.8% | $5,608-98.9% | $110-41.7% |