Filed January 13, 2005
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 |
|---|---|---|
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $157,888 |
BPAS1 year Filed as: BPAS TPA SERVCES Service code 10 · EIN 16-1616474 | Accounting | $27,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 59 · EIN 13-3689044 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,632 | $53,136+34.8% | $155,509-53.9% | $199,593-64.1% |
| Participation rate | 68.0% | 64.1%+3.9pp | 78.2%-10.2pp | 72.0%-4.0pp |
| Annual return | 15.48% | 41.15%-25.7pp | 64.67%-49.2pp | 34.25%-18.8pp |
| Employer contribution / active EE | $2,033 | $1,851+9.9% | $4,672-56.5% | $3,034-33.0% |
| Participant deferral / active EE | $3,486 | $3,161+10.3% | $5,626-38.0% | $5,087-31.5% |
| Admin fee / account holder | $203 | $185+9.5% | $15,912-98.7% | $269-24.4% |