Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA REITREMENT SOLUTIONS Service code 15 · EIN 13-3689044 | Recordkeeping | $27,254 |
LBMC, PC1 year Filed as: LBMC PC Service code 10 · EIN 62-1199757 | Accounting | $12,500 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $10,158 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,268 | $84,948-85.6% | $70,462-82.6% | $73,412-83.3% |
| Participation rate | 88.2% | 79.9%+8.2pp | 75.1%+13.1pp | 72.2%+16.0pp |
| Annual return | 35.41% | 13.39%+22.0pp | 109.08%-73.7pp | 59.30%-23.9pp |
| Employer contribution / active EE | $189 | $2,834-93.3% | $2,737-93.1% | $2,234-91.5% |
| Participant deferral / active EE | $1,819 | $3,387-46.3% | $3,710-51.0% | $3,806-52.2% |
| Admin fee / account holder | $25 | $98-74.1% | $3,845-99.3% | $158-83.9% |