Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,675 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $741 |
THE BENEFIT PRACTICE1+ years Service code 15 · EIN 13-4144565 | Recordkeeping | $725 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,435 | $46,332-86.1% | $143,799-95.5% | $64,819-90.1% |
| Participation rate | 15.3% | 64.2%-48.9pp | 80.3%-65.0pp | 71.5%-56.1pp |
| Annual return | 0.00% | -10.05%+10.1pp | -0.04%0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $403 | $1,911-78.9% | $4,952-91.9% | $2,507-83.9% |
| Participant deferral / active EE | $734 | $2,647-72.3% | $5,638-87.0% | $4,311-83.0% |
| Admin fee / account holder | $23 | $154-84.9% | $14,677-99.8% | $188-87.6% |