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 | $10,066 |
Service code 15 · EIN 83-4452620 | Recordkeeping | $3,807 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $13 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,468 | $122,042+12.6% | $184,260-25.4% | $74,459+84.6% |
| Participation rate | 93.7% | 85.5%+8.2pp | 86.8%+6.8pp | 67.2%+26.4pp |
| Annual return | 13.47% | 19.91%-6.4pp | 28.84%-15.4pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $3,233 | $4,537-28.8% | $6,427-49.7% | $2,626+23.1% |
| Participant deferral / active EE | $7,281 | $7,143+1.9% | $9,133-20.3% | $4,350+67.4% |
| Admin fee / account holder | $89 | $1,252-92.9% | $13,898-99.4% | $1,945-95.4% |