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 | $3,899 |
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.
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 | $14,189 | $32,425-56.2% | $74,577-81.0% | $55,167-74.3% |
| Participation rate | 28.8% | 54.0%-25.2pp | 68.1%-39.3pp | 69.0%-40.1pp |
| Annual return | 5.13% | 10.63%-5.5pp | 20.47%-15.3pp | 169.23%-164.1pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $883 | $1,995-55.8% | $3,458-74.5% | $3,054-71.1% |
| Admin fee / account holder | $0 | $748-100.0% | $4,138-100.0% | $504-100.0% |