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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 1150 S OLIVE ST · LOS ANGELES, CA 90015 | Recordkeeping | $37,586 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,957 | $78,607-55.5% | $105,624-66.9% | $74,478-53.1% |
| Participation rate | 92.4% | 72.8%+19.6pp | 75.3%+17.1pp | 67.2%+25.2pp |
| Annual return | 7.55% | 15.96%-8.4pp | 116.20%-108.7pp | 1370.56%-1363.0pp |
| Employer contribution / active EE | $3,614 | $2,523+43.3% | $3,168+14.1% | $2,626+37.6% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $166 | $2,220-92.5% | $10,961-98.5% | $1,946-91.5% |