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 INSURAN Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,453 | $63,924-66.4% | $108,582-80.2% | $55,167-61.1% |
| Participation rate | 74.1% | 74.3%-0.3pp | 79.6%-5.5pp | 69.0%+5.1pp |
| Annual return | 4.23% | 15.31%-11.1pp | -51.70%+55.9pp | 169.23%-165.0pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,568 | $3,067-48.9% | $4,311-63.6% | $3,054-48.7% |
| Admin fee / account holder | $6 | $618-99.0% | $7,645-99.9% | $504-98.8% |