Filed February 24, 2006 (most recent of 3 filings on file)
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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping fees; Direct payment fr... | $319,509 |
AON CONSULTING8 years Filed as: AON HEWIT INVESTMENT CONSULTING, IN Service code 27 · EIN 36-2235791 | Advisory (Plan) | $76,070 |
WARREN AVERETT, LLC7 years Filed as: WARREN AVERETT CPAS AND ADVISORS Service code 10 · EIN 45-4084437 | Accounting | $33,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $67,202 | $55,694+20.7% | $81,882-17.9% | $200,096-66.4% |
| Participation rate | 98.4% | 62.7%+35.8pp | 72.4%+26.0pp | 72.0%+26.4pp |
| Annual return | 13.00% | 19.59%-6.6pp | 779.47%-766.5pp | 34.26%-21.3pp |
| Employer contribution / active EE | $4,135 | $2,114+95.6% | $2,916+41.8% | $3,038+36.1% |
| Participant deferral / active EE | $7,482 | $3,299+126.8% | $4,323+73.1% | $5,090+47.0% |
| Admin fee / account holder | $70 | $348-80.0% | $7,360-99.1% | $269-74.1% |