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 |
|---|---|---|
BENEFITS ADMINISTRATORS, LLC5+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $11,200 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $1,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,904 | $66,601-73.1% | $92,903-80.7% | $67,579-73.5% |
| Participation rate | 66.2% | 72.5%-6.3pp | 76.0%-9.8pp | 71.3%-5.1pp |
| Annual return | 20.14% | 92.58%-72.4pp | 109.43%-89.3pp | 378.56%-358.4pp |
| Employer contribution / active EE | $2,438 | $2,775-12.2% | $3,653-33.3% | $2,148+13.5% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $15 | $199-92.4% | $5,795-99.7% | $142-89.3% |