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 FINANCIAL LIFE INS. Service code 15 · EIN 36-6071399 | Recordkeeping | $61,142 |
CHARLES SCHWAB & CO., INC.4 years Filed as: REA & ASSOCIATES INC Service code 21 · EIN 34-1310124 | Bank Trustee | $1,160 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,359 | $91,474+1.0% | $135,982-32.1% | $71,529+29.1% |
| Participation rate | 99.2% | 75.7%+23.5pp | 81.9%+17.3pp | 67.9%+31.3pp |
| Annual return | 15.77% | 29.89%-14.1pp | 68.32%-52.5pp | 28.97%-13.2pp |
| Employer contribution / active EE | $2,388 | $3,705-35.6% | $4,859-50.9% | $2,590-7.8% |
| Participant deferral / active EE | $5,191 | $7,095-26.8% | $7,760-33.1% | $4,291+21.0% |
| Admin fee / account holder | $431 | $1,267-66.0% | $10,767-96.0% | $1,588-72.9% |