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 |
|---|---|---|
ALBAN & COMPANY PC3 years Service code 10 · EIN 92-0123536 | Accounting | $12,500 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,990 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,372 | $64,729+36.5% | $112,263-21.3% | $68,490+29.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.09% | -11.40%-2.7pp | 27.49%-41.6pp | -7.85%-6.2pp |
| Employer contribution / active EE | $67,904 | $2,746+2372.9% | $3,636+1767.5% | $2,597+2515.0% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $39 | $5,222-99.2% | $6,410-99.4% | $5,403-99.3% |