Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,852 |
Filed as: NATIONAL RETIREMENT SERVICES, INC Service code 17 · EIN 33-0962367 | Pension Consulting | $3,171 |
Filed as: NATIONAL RETIREMENT SERVICES Service code 15 | Recordkeeping | $1,307 |
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.
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 | $8,387 | $37,044-77.4% | $71,796-88.3% | $57,658-85.5% |
| Participation rate | 67.5% | 61.1%+6.4pp | 69.1%-1.6pp | 70.2%-2.7pp |
| Annual return | 7.24% | 12.64%-5.4pp | 78.04%-70.8pp | 5.13%+2.1pp |
| Employer contribution / active EE | $343 | $720-52.3% | $1,924-82.2% | $1,974-82.6% |
| Participant deferral / active EE | $1,943 | $1,974-1.6% | $2,794-30.5% | $3,061-36.5% |
| Admin fee / account holder | $23 | $101-77.4% | $4,815-99.5% | $95-75.8% |