Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $22,942 |
ALLWORTH FINANCIAL1+ years Filed as: ALLWORTH FINANCIAL LP Service code 27 · EIN 68-0372662 | Advisory (Plan) | $19,937 |
LATITUDE SERVICE COMPANY INC1+ years Filed as: LATITUDE SERVICE COMPONAY, INC. Service code 15 · EIN 82-1371994 | Recordkeeping | $17,932 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,233 | $55,470-49.1% | $155,556-81.9% | $74,478-62.1% |
| Participation rate | 73.0% | 61.9%+11.1pp | 78.2%-5.2pp | 67.2%+5.8pp |
| Annual return | 12.93% | 269.80%-256.9pp | 64.84%-51.9pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,423 | $2,267-37.2% | $4,675-69.6% | $2,626-45.8% |
| Participant deferral / active EE | $2,768 | $2,838-2.5% | $5,631-50.8% | $4,350-36.4% |
| Admin fee / account holder | $323 | $1,744-81.5% | $15,885-98.0% | $1,946-83.4% |