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 | $8,252 |
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 | $52,177 | $66,601-21.7% | $92,903-43.8% | $67,579-22.8% |
| Participation rate | 9.6% | 72.5%-62.9pp | 76.0%-66.4pp | 71.3%-61.6pp |
| Annual return | 13.31% | 92.58%-79.3pp | 109.43%-96.1pp | 378.56%-365.2pp |
| Employer contribution / active EE | $0 | $2,775-100.0% | $3,653-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $324 | $3,157-89.7% | $4,238-92.4% | $3,539-90.9% |
| Admin fee / account holder | $125 | $199-37.1% | $5,795-97.8% | $142-12.1% |