Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,541 |
BOURGEOIS BENNETT LLC1 year Filed as: BOURGEOIS BENNETT Service code 10 · EIN 72-0136870 | Accounting | $10,500 |
SMA SERVICES, INC.1 year Filed as: SMA SERVICES, INC Service code 15 · EIN 15-0868034 | Recordkeeping | $4,050 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,686-100.0% | $178,505-100.0% | $77,762-100.0% |
| Participation rate | 0.0% | 66.9%-66.9pp | 77.1%-77.1pp | 70.6%-70.6pp |
| Annual return | 10.78% | 16.16%-5.4pp | 27.16%-16.4pp | 31.27%-20.5pp |
| Employer contribution / active EE | $386 | $1,914-79.8% | $3,955-90.2% | $2,728-85.8% |
| Participant deferral / active EE | $886 | $4,224-79.0% | $6,280-85.9% | $4,651-81.0% |
| Admin fee / account holder | $0 | $386-100.0% | $10,428-100.0% | $433-100.0% |