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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $13,953 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $8,567 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $22,190 | $27,639-19.7% | $61,501-63.9% | $68,490-67.6% |
| Participation rate | 63.0% | 39.5%+23.5pp | 52.6%+10.5pp | 67.9%-4.9pp |
| Annual return | -13.05% | -13.19%+0.1pp | 339.04%-352.1pp | -7.85%-5.2pp |
| Employer contribution / active EE | $200 | $696-71.3% | $1,160-82.8% | $2,597-92.3% |
| Participant deferral / active EE | $5,862 | $1,264+363.9% | $2,125+175.9% | $4,028+45.5% |
| Admin fee / account holder | $291 | $2,012-85.5% | $2,132-86.3% | $5,403-94.6% |