See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 13-3689044 | Recordkeeping | $98,707 |
M.S. HOWELLS & CO2 years Service code 22 · EIN 86-0988422 | Insurance Broker | $58,570 |
BOYCE & ASSOCIATES, INC.2 years Service code 15 · EIN 86-0646843 | Recordkeeping | $20,081 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,607 | $100,801-74.6% | $149,696-82.9% | $73,409-65.1% |
| Participation rate | 95.9% | 77.7%+18.3pp | 82.5%+13.5pp | 72.2%+23.8pp |
| Annual return | 12.77% | 265.34%-252.6pp | 276.60%-263.8pp | 59.29%-46.5pp |
| Employer contribution / active EE | $1,827 | $3,312-44.8% | $4,644-60.7% | $2,234-18.2% |
| Participant deferral / active EE | $590 | $6,404-90.8% | $6,842-91.4% | $3,805-84.5% |
| Admin fee / account holder | $130 | $181-28.0% | $9,309-98.6% | $158-17.6% |