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.6+ years Service code 15 · EIN 33-0384246 1971 E. 4TH STREET, SUITE 100 · SANTA ANA, CA 92705 | Recordkeeping | $35,954 |
Filed as: TRANSAMERICA LIFE INSURANCE COPANY Service code 15 · EIN 39-0989781 1150 S. OLIVE STREET · LOS ANGELES, CA 90015 | Recordkeeping | $34,068 |
Filed as: LOWERY ASSET CONSULTING Service code 27 · EIN 35-2173939 20 NORTH WACKER DRIVE SUITE 3850 · CHICAGO, IL 60606 | Advisory (Plan) | $19,818 |
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 | $36,461 | $100,801-63.8% | $149,730-75.6% | $73,412-50.3% |
| Participation rate | 72.1% | 77.7%-5.6pp | 82.5%-10.4pp | 72.2%-0.1pp |
| Annual return | 20.20% | 265.34%-245.1pp | 276.70%-256.5pp | 59.30%-39.1pp |
| Employer contribution / active EE | $2,321 | $3,312-29.9% | $4,645-50.0% | $2,234+3.9% |
| Participant deferral / active EE | $4,789 | $6,404-25.2% | $6,843-30.0% | $3,806+25.8% |
| Admin fee / account holder | $260 | $181+43.6% | $9,310-97.2% | $158+64.4% |