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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $32,574 | $47,977-32.1% | $154,111-78.9% | $56,287-42.1% |
| Participation rate | 42.9% | 66.2%-23.3pp | 83.0%-40.2pp | 69.9%-27.0pp |
| Annual return | -7.11% | 3.54%-10.7pp | 735.18%-742.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $955 | $2,169-56.0% | $5,298-82.0% | $2,111-54.8% |
| Participant deferral / active EE | $1,973 | $2,392-17.5% | $5,081-61.2% | $3,350-41.1% |
| Admin fee / account holder | $8 | $438-98.3% | $13,411-99.9% | $521-98.6% |