Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONAL ADMINISTRATION, INC.2+ years Service code 15 · EIN 39-1967492 | Recordkeeping | $28,996 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,996 |
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 | $17,616 | $53,925-67.3% | $75,501-76.7% | $69,631-74.7% |
| Participation rate | 97.7% | 71.2%+26.5pp | 72.4%+25.3pp | 70.7%+27.0pp |
| Annual return | 24.45% | 17.84%+6.6pp | 27.35%-2.9pp | 27571.02%-27546.6pp |
| Employer contribution / active EE | $2,269 | $1,802+25.9% | $2,352-3.5% | $2,032+11.7% |
| Participant deferral / active EE | $4,062 | $2,569+58.1% | $3,142+29.3% | $3,224+26.0% |
| Admin fee / account holder | $84 | $97-13.4% | $5,801-98.6% | $110-23.9% |