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 | $13,496 |
NICHOLAS PENSION CONSULTANTS2 years Service code 15 · EIN 27-1186851 | Recordkeeping | $8,510 |
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.
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 | $12,767 | $44,059-71.0% | $71,671-82.2% | $69,631-81.7% |
| Participation rate | 34.8% | 60.8%-26.0pp | 68.7%-34.0pp | 70.7%-35.9pp |
| Annual return | 25.03% | 21.97%+3.1pp | 20.65%+4.4pp | 27571.02%-27546.0pp |
| Employer contribution / active EE | $943 | $1,305-27.7% | $2,460-61.7% | $2,032-53.6% |
| Participant deferral / active EE | $1,267 | $2,370-46.6% | $3,438-63.2% | $3,224-60.7% |
| Admin fee / account holder | $77 | $108-28.6% | $5,558-98.6% | $110-30.4% |