Filed November 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SIGNATOR INVESTORS, INC. Service code 27 · EIN 04-3283827 | Advisory (Plan) | $21,923 |
Service code 15 · EIN 41-0955056 | Recordkeeping | $4,877 |
Filed as: TRANSAMERICA LIFE INSURANCE Service code 15 · EIN 39-0989781 | Recordkeeping | $687 |
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 | $38,052 | $59,186-35.7% | $76,766-50.4% | $56,287-32.4% |
| Participation rate | 89.7% | 75.2%+14.5pp | 77.0%+12.8pp | 69.9%+19.9pp |
| Annual return | 4.46% | 6.62%-2.2pp | 2.43%+2.0pp | -9.96%+14.4pp |
| Employer contribution / active EE | $1,999 | $1,759+13.7% | $2,485-19.6% | $2,111-5.3% |
| Participant deferral / active EE | $2,079 | $3,255-36.1% | $3,851-46.0% | $3,350-38.0% |
| Admin fee / account holder | $119 | $489-75.6% | $6,675-98.2% | $521-77.1% |