Filed March 25, 2013
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: TRANSMERICA RETIREMENT SOLUTIONS Service code 15 · EIN 13-3689044 | Recordkeeping | $87,906 |
Service code 22 · EIN 74-2794194 | Insurance Broker | $20,686 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,270 | $88,874-95.2% | $81,473-94.8% | - |
| Participation rate | 0.0% | 49.1%-49.1pp | 68.0%-68.0pp | - |
| Annual return | 17.93% | 12.81%+5.1pp | 38.78%-20.9pp | - |
| Employer contribution / active EE | $0 | $1,020-100.0% | $2,568-100.0% | - |
| Participant deferral / active EE | $0 | $1,747-100.0% | $3,537-100.0% | - |
| Admin fee / account holder | $40 | $8,975-99.6% | $4,561-99.1% | - |