Filed February 4, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT EQUITY, INC.3+ years Service code 15 · EIN 33-0384246 1971 E. 4TH STREET, SUITE 100 · SANTA ANA, CA 92705 | Recordkeeping | $14,617 |
Filed as: TRANSAMERICA LIFE INSURANCE COPANY Service code 15 · EIN 39-0989781 1150 S. OLIVE STREET · LOS ANGELES, CA 90015 | Recordkeeping | $1,129 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,741 | $155,795-77.7% | $136,294-74.5% | $69,631-50.1% |
| Participation rate | 46.1% | 75.2%-29.1pp | 81.9%-35.8pp | 70.7%-24.6pp |
| Annual return | 26.03% | 232464.33%-232438.3pp | 5155.94%-5129.9pp | 27571.02%-27545.0pp |
| Employer contribution / active EE | $1,144 | $2,991-61.8% | $4,695-75.6% | $2,032-43.7% |
| Participant deferral / active EE | $2,645 | $5,394-51.0% | $6,247-57.7% | $3,224-17.9% |
| Admin fee / account holder | $68 | $128-46.9% | $9,243-99.3% | $110-38.4% |