Sign up free to preview peer percentile detail
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 | $8,116 |
PAI1+ years Service code 13 1300 ENTERPRISE DRIVE · DEPERE, WI 54115 | Contract Administrator | $1,554 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $500 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $0 | $90,320-100.0% | $59,496-100.0% | $125,388-100.0% |
| Participation rate | 0.0% | 68.3%-68.3pp | 54.6%-54.6pp | 83.2%-83.2pp |
| Annual return | -89.53% | 369.13%-458.7pp | 182.05%-271.6pp | 282.24%-371.8pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |