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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $20,832 |
BENEFIT EQUITY, INC.3+ years Filed as: BENEFIT EQUITY INC. Service code 15 · EIN 33-0384246 | Recordkeeping | $1,790 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,597 | $55,453-43.0% | $170,442-81.5% | $62,292-49.3% |
| Participation rate | 58.7% | 66.4%-7.7pp | 83.6%-24.9pp | 69.5%-10.8pp |
| Annual return | 13.05% | 21.38%-8.3pp | 205.93%-192.9pp | 28.90%-15.8pp |
| Employer contribution / active EE | $657 | $2,164-69.6% | $5,433-87.9% | $2,042-67.8% |
| Participant deferral / active EE | $2,330 | $2,303+1.2% | $4,939-52.8% | $3,169-26.5% |
| Admin fee / account holder | $6 | $455-98.8% | $13,880-100.0% | $479-98.8% |