Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,890 |
Employer contribution per participant 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).
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 | $101,022 | $75,183+34.4% | $123,894-18.5% | $55,167+83.1% |
| Participation rate | 85.8% | 72.8%+13.0pp | 81.4%+4.4pp | 69.0%+16.8pp |
| Annual return | 13.81% | 19.01%-5.2pp | 47.52%-33.7pp | 169.23%-155.4pp |
| Employer contribution / active EE | $441 | $2,823-84.4% | $4,617-90.4% | $1,963-77.5% |
| Participant deferral / active EE | $5,355 | $5,084+5.3% | $5,984-10.5% | $3,054+75.3% |
| Admin fee / account holder | $33 | $663-95.1% | $8,357-99.6% | $504-93.5% |