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 1150 SOUTH OLIVE ST. · LOS ANGELES, CA 900152211 | Investment Mgmt Fees | $17,198 |
ORIENTAL PENSION CONSULTANTS6+ years Service code 13 1900 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Contract Administrator | $8,471 |
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 | $41,738 | $81,494-48.8% | $133,978-68.8% | $73,497-43.2% |
| Participation rate | 88.2% | 76.4%+11.8pp | 79.8%+8.4pp | 70.7%+17.5pp |
| Annual return | 19.20% | 19.40%-0.2pp | 45.10%-25.9pp | 28.51%-9.3pp |
| Employer contribution / active EE | $1,292 | $2,210-41.5% | $3,919-67.0% | $2,270-43.1% |
| Participant deferral / active EE | $2,074 | $3,787-45.2% | $5,047-58.9% | $3,740-44.5% |
| Admin fee / account holder | $143 | $713-80.0% | $8,930-98.4% | $513-72.2% |