Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,781 |
Filed as: DONOHUE FEIMAN RETIREMENT PLAN SERV Service code 15 · EIN 16-1229660 | Recordkeeping | $2,660 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,667 | $42,548+35.5% | $74,549-22.6% | $56,287+2.5% |
| Participation rate | 45.9% | 60.5%-14.6pp | 69.1%-23.2pp | 69.9%-23.9pp |
| Annual return | -3.76% | 12.40%-16.2pp | 32.53%-36.3pp | -9.96%+6.2pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,005 | $2,277-11.9% | $3,108-35.5% | $3,350-40.1% |
| Admin fee / account holder | $29 | $467-93.9% | $5,059-99.4% | $521-94.5% |