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 PC4 years Service code 10 · EIN 92-0123536 | Accounting | $0 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,953 | $73,988+35.1% | $96,538+3.5% | $75,177+33.0% |
| Participation rate | 50.5% | 66.4%-15.9pp | 74.3%-23.8pp | 67.2%-16.7pp |
| Annual return | 14.76% | 26.73%-12.0pp | 35.74%-21.0pp | 160.75%-146.0pp |
| Employer contribution / active EE | $14,826 | $2,930+405.9% | $3,740+296.4% | $2,671+455.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $162 | $5,220-96.9% | $6,737-97.6% | $5,651-97.1% |