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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,770 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $10,350 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,307 | $57,119-71.5% | $85,187-80.9% | $80,935-79.9% |
| Participation rate | 86.8% | 56.4%+30.4pp | 67.5%+19.3pp | 67.7%+19.2pp |
| Annual return | 7.16% | 21.70%-14.5pp | 66.67%-59.5pp | 35.66%-28.5pp |
| Employer contribution / active EE | $878 | $1,802-51.3% | $2,732-67.9% | $2,757-68.1% |
| Participant deferral / active EE | $3,983 | $3,115+27.9% | $4,525-12.0% | $4,299-7.4% |
| Admin fee / account holder | $201 | $4,990-96.0% | $6,162-96.7% | $6,924-97.1% |