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 FINANCIAL LIFE INS CO Service code 10 · EIN 36-6071399 | Accounting | $2,617 |
Filed as: RETIREMNT PLAN CONSULTANTS - CA Service code 15 · EIN 77-0586222 | Recordkeeping | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,952 | $52,884-71.7% | $84,753-82.4% | $55,167-72.9% |
| Participation rate | 33.8% | 67.5%-33.7pp | 76.6%-42.8pp | 69.0%-35.2pp |
| Annual return | 7.24% | 18.03%-10.8pp | 22.78%-15.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $451 | $2,233-79.8% | $3,574-87.4% | $1,963-77.0% |
| Participant deferral / active EE | $654 | $2,644-75.3% | $3,712-82.4% | $3,054-78.6% |
| Admin fee / account holder | $80 | $581-86.2% | $5,333-98.5% | $504-84.1% |