Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT STRAGIES, INC1 year Service code 15 · EIN 58-2380163 | Recordkeeping | $8,919 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,132 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $1,120 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $16,186 | $37,196-56.5% | $154,108-89.5% | $55,725-71.0% |
| Participation rate | 60.8% | 64.1%-3.3pp | 83.0%-22.3pp | 70.9%-10.1pp |
| Annual return | 6.63% | 1319.68%-1313.0pp | 735.21%-728.6pp | 244.93%-238.3pp |
| Employer contribution / active EE | $596 | $1,614-63.1% | $5,298-88.7% | $2,078-71.3% |
| Participant deferral / active EE | $697 | $2,068-66.3% | $5,081-86.3% | $3,356-79.2% |
| Admin fee / account holder | $71 | $102-29.8% | $13,411-99.5% | $115-38.1% |