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 | $17,088 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,644 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,985 | $61,356-75.6% | $149,696-90.0% | $71,511-79.0% |
| Participation rate | 88.7% | 62.5%+26.2pp | 78.8%+9.9pp | 67.9%+20.8pp |
| Annual return | 15.13% | 35.86%-20.7pp | 134.46%-119.3pp | 28.86%-13.7pp |
| Employer contribution / active EE | $1,740 | $2,382-26.9% | $4,821-63.9% | $2,589-32.8% |
| Participant deferral / active EE | $1,855 | $2,920-36.5% | $5,682-67.3% | $4,291-56.8% |
| Admin fee / account holder | $57 | $1,263-95.5% | $13,212-99.6% | $1,588-96.4% |