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 15 · EIN 39-0989781 | Recordkeeping | $6,627 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D. STARK COMPANY, INC Service code 15 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Recordkeeping | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,594 | $36,767-82.1% | $81,473-91.9% | $62,293-89.4% |
| Participation rate | 47.8% | 54.4%-6.7pp | 68.0%-20.2pp | 69.5%-21.8pp |
| Annual return | 24.47% | 173.80%-149.3pp | 38.78%-14.3pp | 28.90%-4.4pp |
| Employer contribution / active EE | $981 | $1,128-13.1% | $2,568-61.8% | $2,042-52.0% |
| Participant deferral / active EE | $1,459 | $2,111-30.9% | $3,537-58.8% | $3,169-54.0% |
| Admin fee / account holder | $99 | $797-87.6% | $4,561-97.8% | $479-79.3% |