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 51 · EIN 39-0989781 | Investment Mgmt Fees | $10,731 |
ORIENTAL PENSION CONSULTANTS3+ years Filed as: ORIENTAL FINANCIAL GROUP Service code 21 PO BOX 191429 · SAN JUAN, PR 009191429 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,122 | $60,545-12.3% | $92,240-42.4% | $69,631-23.7% |
| Participation rate | 14.4% | 72.2%-57.8pp | 76.5%-62.1pp | 70.7%-56.3pp |
| Annual return | 9.57% | 19.71%-10.1pp | 176.29%-166.7pp | 27571.02%-27561.5pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,680-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $359 | $2,828-87.3% | $3,897-90.8% | $3,224-88.9% |
| Admin fee / account holder | $156 | $145+7.4% | $5,194-97.0% | $110+40.8% |