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 |
|---|---|---|
INSIGHT FOLIOS INC2 years Service code 27 · EIN 47-2615495 | Advisory (Plan) | $17,357 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,825 |
Service code 15 · EIN 04-2530412 | Recordkeeping | $14,371 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,739 | $55,402-39.1% | $76,089-55.7% | $77,714-56.6% |
| Participation rate | 28.0% | 63.6%-35.6pp | 69.1%-41.1pp | 70.6%-42.6pp |
| Annual return | 12.00% | 17.09%-5.1pp | 360.94%-348.9pp | 31.26%-19.3pp |
| Employer contribution / active EE | $640 | $1,789-64.2% | $2,690-76.2% | $2,727-76.5% |
| Participant deferral / active EE | $2,073 | $3,450-39.9% | $4,259-51.3% | $4,649-55.4% |
| Admin fee / account holder | $182 | $410-55.5% | $6,418-97.2% | $433-57.9% |