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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,459 | $60,165-76.0% | $74,184-80.5% | $55,167-73.8% |
| Participation rate | 65.6% | 74.2%-8.5pp | 76.6%-11.0pp | 69.0%-3.4pp |
| Annual return | 6.33% | 10.00%-3.7pp | 17.74%-11.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,384 | $2,973-53.5% | $3,550-61.0% | $3,054-54.7% |
| Admin fee / account holder | $51 | $419-87.7% | $5,586-99.1% | $504-89.8% |