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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,171 | $66,319-57.5% | $93,621-69.9% | $65,186-56.8% |
| Participation rate | 52.1% | 74.0%-21.9pp | 75.8%-23.7pp | 70.2%-18.1pp |
| Annual return | 17.17% | 42.59%-25.4pp | 32.76%-15.6pp | 29.39%-12.2pp |
| Employer contribution / active EE | $1,177 | $2,013-41.5% | $2,719-56.7% | $2,177-45.9% |
| Participant deferral / active EE | $1,979 | $3,343-40.8% | $4,070-51.4% | $3,514-43.7% |
| Admin fee / account holder | $57 | $6,900-99.2% | $7,890-99.3% | $847-93.2% |