Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $23,926 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,507 | $78,562-54.8% | $105,608-66.4% | $74,429-52.3% |
| Participation rate | 34.3% | 72.8%-38.5pp | 75.3%-41.0pp | 67.2%-32.9pp |
| Annual return | 14.71% | 15.94%-1.2pp | 116.50%-101.8pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $999 | $2,521-60.4% | $3,167-68.5% | $2,625-61.9% |
| Participant deferral / active EE | $1,651 | $4,321-61.8% | $5,010-67.1% | $4,348-62.0% |
| Admin fee / account holder | $220 | $2,217-90.1% | $11,028-98.0% | $1,944-88.7% |