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 15 · EIN 36-6071399 | Recordkeeping | $45,320 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,172 | $40,435-89.7% | $80,627-94.8% | $74,460-94.4% |
| Participation rate | 68.0% | 47.4%+20.7pp | 67.0%+1.0pp | 70.7%-2.7pp |
| Annual return | 16.69% | 165.19%-148.5pp | 936.76%-920.1pp | 34.38%-17.7pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,723-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $3,844 | $2,673+43.8% | $4,443-13.5% | $4,530-15.1% |
| Admin fee / account holder | $35 | $721-95.1% | $5,381-99.3% | $348-89.8% |