Filed November 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
MHS ADVISORY SERVICES, LLC2 years Service code 27 · EIN 47-2672118 | Advisory (Plan) | $27,402 |
Service code 15 · EIN 41-0955056 | Recordkeeping | $7,147 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $660 |
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 | $39,337 | $73,638-46.6% | $95,956-59.0% | $73,493-46.5% |
| Participation rate | 93.7% | 76.2%+17.5pp | 77.1%+16.6pp | 70.7%+23.0pp |
| Annual return | 11.50% | 16.78%-5.3pp | 91.63%-80.1pp | 28.51%-17.0pp |
| Employer contribution / active EE | $2,270 | $1,863+21.8% | $2,541-10.7% | $2,2700% |
| Participant deferral / active EE | $2,361 | $3,617-34.7% | $4,167-43.3% | $3,740-36.9% |
| Admin fee / account holder | $101 | $482-79.0% | $6,797-98.5% | $513-80.2% |