Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FIN LIFE INS COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $28,348 |
SUNWEST PENSIONS3+ years Service code 15 · EIN 86-0922116 | Recordkeeping | $25,585 |
AMERICAN FUNDS3+ years Filed as: CATALINA CAPITAL GROUP LLC Service code 27 · EIN 47-1400485 | Advisory (Plan) | $17,692 |
JULY BUSINESS SERVICES1 year Service code 15 · EIN 74-2715820 | Recordkeeping | $3,373 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,216 | $52,188+30.7% | $86,656-21.3% | $74,473-8.4% |
| Participation rate | 31.0% | 66.3%-35.4pp | 71.7%-40.7pp | 70.7%-39.8pp |
| Annual return | 26.57% | 44.46%-17.9pp | 593.09%-566.5pp | 34.36%-7.8pp |
| Employer contribution / active EE | $1,025 | $2,282-55.1% | $3,025-66.1% | $2,638-61.2% |
| Participant deferral / active EE | $1,657 | $3,383-51.0% | $4,439-62.7% | $4,530-63.4% |
| Admin fee / account holder | $292 | $319-8.4% | $5,619-94.8% | $347-15.9% |