Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $25,183 |
Service code 15 16703 EARLY RISER AVE, STE 210 · LAND O LAKES, FL 34638 | Recordkeeping | $7,778 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,041 | $102,382-62.8% | $147,005-74.1% | $80,874-53.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | -7.22% | 134.89%-142.1pp | 418.76%-426.0pp | 35.62%-42.8pp |
| Employer contribution / active EE | $2,891 | $3,715-22.2% | $4,934-41.4% | $2,756+4.9% |
| Participant deferral / active EE | $8,169 | $6,646+22.9% | $8,070+1.2% | $4,297+90.1% |
| Admin fee / account holder | $161 | $7,942-98.0% | $13,006-98.8% | $6,935-97.7% |