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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $27,970 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $12,987 |
ERISA SERVICES, INC.4 years Filed as: ERISA SERVICES. INC Service code 15 · EIN 62-1200951 | Recordkeeping | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,853 | $106,230-71.9% | $147,080-79.7% | $77,736-61.6% |
| Participation rate | 64.9% | 78.4%-13.5pp | 82.2%-17.3pp | 70.6%-5.7pp |
| Annual return | 39.69% | 56.91%-17.2pp | 420.17%-380.5pp | 31.26%+8.4pp |
| Employer contribution / active EE | $871 | $4,072-78.6% | $4,933-82.4% | $2,728-68.1% |
| Participant deferral / active EE | $4,169 | $8,001-47.9% | $8,066-48.3% | $4,651-10.4% |
| Admin fee / account holder | $175 | $338-48.1% | $12,989-98.6% | $433-59.5% |