Filed June 14, 2006 (most recent of 2 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 |
|---|---|---|
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 15 · EIN 85-0833363 | Recordkeeping | $21,963 |
FOURTH DIMENSION WEALTH LLC3 years Filed as: FOURTH DIMENSION WEALTH, LLC Service code 27 · EIN 27-4624339 | Advisory (Plan) | $17,394 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,293 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $4,243 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,941 | $72,303-66.9% | $86,698-72.4% | $64,819-63.1% |
| Participation rate | 97.8% | 80.4%+17.4pp | 76.6%+21.2pp | 71.5%+26.3pp |
| Annual return | -14.68% | 392.77%-407.5pp | 35.95%-50.6pp | 32.84%-47.5pp |
| Employer contribution / active EE | $1,707 | $2,393-28.7% | $2,837-39.8% | $2,507-31.9% |
| Participant deferral / active EE | $4,291 | $4,660-7.9% | $4,656-7.8% | $4,311-0.5% |
| Admin fee / account holder | $87 | $174-50.1% | $7,493-98.8% | $188-53.8% |