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 |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $9,073 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,742 |
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.
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 | $31,555 | $55,423-43.1% | $155,602-79.7% | $74,400-57.6% |
| Participation rate | 41.3% | 61.9%-20.6pp | 78.2%-36.9pp | 67.2%-25.9pp |
| Annual return | 10.04% | 269.07%-259.0pp | 64.81%-54.8pp | 1367.51%-1357.5pp |
| Employer contribution / active EE | $650 | $2,266-71.3% | $4,675-86.1% | $2,624-75.3% |
| Participant deferral / active EE | $1,135 | $2,835-60.0% | $5,629-79.8% | $4,348-73.9% |
| Admin fee / account holder | $208 | $1,744-88.1% | $15,923-98.7% | $1,944-89.3% |