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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $17,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,417 | $41,647-58.2% | $96,171-81.9% | $86,821-79.9% |
| Participation rate | 23.1% | 50.3%-27.2pp | 68.4%-45.4pp | 72.3%-49.2pp |
| Annual return | 8.86% | 27.24%-18.4pp | 192.04%-183.2pp | 97.94%-89.1pp |
| Employer contribution / active EE | $398 | $1,328-70.0% | $2,799-85.8% | $2,406-83.4% |
| Participant deferral / active EE | $948 | $2,412-60.7% | $4,350-78.2% | $4,132-77.1% |
| Admin fee / account holder | $107 | $169-37.0% | $5,538-98.1% | $170-37.1% |