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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,017 |
STONEHENGE CONSULTING, PLC2+ years Service code 17 · EIN 61-1441770 | Pension Consulting | $6,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,308 | $71,666-56.3% | $117,854-73.4% | $69,631-55.0% |
| Participation rate | 96.3% | 77.5%+18.8pp | 79.7%+16.6pp | 70.7%+25.6pp |
| Annual return | 16.26% | 18.86%-2.6pp | 335.08%-318.8pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $457 | $1,889-75.8% | $3,786-87.9% | $2,032-77.5% |
| Participant deferral / active EE | $2,612 | $3,340-21.8% | $4,482-41.7% | $3,224-19.0% |
| Admin fee / account holder | $34 | $120-72.0% | $8,020-99.6% | $110-69.5% |