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 | $47,699 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,795 | $74,552-90.9% | $63,018-89.2% | $69,631-90.2% |
| Participation rate | 88.9% | 78.3%+10.6pp | 74.8%+14.1pp | 70.7%+18.2pp |
| Annual return | 13.96% | 15.77%-1.8pp | 87.62%-73.7pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $936 | $2,974-68.5% | $3,330-71.9% | $3,224-71.0% |
| Admin fee / account holder | $54 | $59-8.6% | $3,601-98.5% | $110-50.8% |