Filed April 26, 2007
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 SOLUTIONS11+ years Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Claim... | $64,193 |
LRI INVESTMENTS, LLC1 year Service code 27 3825 PGA BLVD · PALM BEACH GARDENS, FL 33410 | Advisory (Plan) | $35,347 |
FIONDELLA, MILONE & LASARACINA LLP11+ years Filed as: FIONDELLA, MILONE & LASARACINA Service code 10 · EIN 06-1648707 | Accounting | $14,500 |
M HOLDINGS SECURITIES INC8 years Filed as: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $12,993 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,126 | $116,081+1.8% | $156,181-24.4% | $79,634+48.3% |
| Participation rate | 96.2% | 75.6%+20.7pp | 78.8%+17.4pp | 62.5%+33.8pp |
| Annual return | 14.98% | 15.89%-0.9pp | 64.87%-49.9pp | 36.46%-21.5pp |
| Employer contribution / active EE | $3,041 | $2,828+7.5% | $4,294-29.2% | $2,529+20.2% |
| Participant deferral / active EE | $7,749 | $4,584+69.0% | $6,132+26.4% | $3,835+102.1% |
| Admin fee / account holder | $289 | $854-66.1% | $14,586-98.0% | $1,002-71.1% |