Filed June 16, 2006
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: TRANSAMERICA RETIREMENT SOLUTONS Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $825,799 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS LLC Service code 33 · EIN 13-4087611 | Securities brokerage commissions and ... | $42,949 |
AON CONSULTING1 year Filed as: AON HEWITT Service code 16 · EIN 36-2235791 | Consulting | $28,250 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,898 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,697 | $58,202-4.3% | $172,757-67.8% | $89,609-37.8% |
| Participation rate | 95.0% | 72.8%+22.2pp | 82.6%+12.4pp | 69.6%+25.4pp |
| Annual return | 59.79% | 61.59%-1.8pp | 803.06%-743.3pp | 33.65%+26.1pp |
| Employer contribution / active EE | $142 | $1,759-91.9% | $5,144-97.2% | $2,584-94.5% |
| Participant deferral / active EE | $4,438 | $3,335+33.1% | $5,198-14.6% | $4,222+5.1% |
| Admin fee / account holder | $25 | $53-51.9% | $13,956-99.8% | $72-64.7% |