Filed November 6, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MHS ADVISORY SERVICES, LLC6 years Service code 27 · EIN 47-2672118 | Advisory (Plan) | $38,517 |
Service code 15 · EIN 41-0955056 | Recordkeeping | $11,100 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,673 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,561 | $79,209-46.3% | $102,434-58.5% | $74,459-42.8% |
| Participation rate | 93.8% | 74.8%+19.0pp | 76.5%+17.3pp | 67.2%+26.6pp |
| Annual return | 18.11% | 54.98%-36.9pp | 29.46%-11.4pp | 1369.70%-1351.6pp |
| Employer contribution / active EE | $2,854 | $2,362+20.8% | $3,023-5.6% | $2,626+8.7% |
| Participant deferral / active EE | $2,883 | $4,417-34.7% | $5,055-43.0% | $4,350-33.7% |
| Admin fee / account holder | $57 | $2,002-97.2% | $9,462-99.4% | $1,945-97.1% |