Filed February 10, 1997 (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 |
|---|---|---|
TFO-TDC, LLC10+ years Service code 16 · EIN 20-1017513 | Consulting | $179,969 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant loan processing; Investme... | $101,163 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,443 | $83,023+175.2% | $102,437+123.0% | $77,762+193.8% |
| Participation rate | 97.7% | 71.5%+26.1pp | 74.5%+23.2pp | 70.6%+27.1pp |
| Annual return | 14.57% | 19.12%-4.5pp | 24.95%-10.4pp | 31.27%-16.7pp |
| Employer contribution / active EE | $6,772 | $3,552+90.6% | $3,871+74.9% | $2,728+148.2% |
| Participant deferral / active EE | $8,938 | $4,110+117.5% | $5,060+76.6% | $4,651+92.2% |
| Admin fee / account holder | $552 | $639-13.6% | $8,388-93.4% | $433+27.6% |