Filed July 18, 1994
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES Service code 15 · EIN 33-0785436 320 WEST 57TH STREET · NEW YORK, NY 10019 | Recordkeeping | $2,730 |
LPL FINANCIAL1+ years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,799 | $65,820-22.8% | $108,745-53.3% | $57,658-11.9% |
| Participation rate | 19.3% | 72.7%-53.4pp | 77.7%-58.4pp | 70.2%-50.9pp |
| Annual return | 6.50% | 21.32%-14.8pp | 46.22%-39.7pp | 5.13%+1.4pp |
| Employer contribution / active EE | $378 | $2,285-83.5% | $3,323-88.6% | $1,974-80.9% |
| Participant deferral / active EE | $757 | $3,578-78.8% | $5,121-85.2% | $3,061-75.3% |
| Admin fee / account holder | $28 | $91-69.4% | $6,144-99.5% | $95-70.5% |