Filed March 11, 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 |
|---|---|---|
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 16 · EIN 06-1397347 | Consulting | $23,358 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $19,326 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,205 | $77,472-17.1% | $100,415-36.1% | $80,959-20.7% |
| Participation rate | 84.8% | 76.9%+7.9pp | 81.5%+3.3pp | 67.7%+17.2pp |
| Annual return | 10.73% | 37.26%-26.5pp | 49.47%-38.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $654 | $2,800-76.6% | $3,943-83.4% | $2,757-76.3% |
| Participant deferral / active EE | $2,476 | $6,818-63.7% | $8,091-69.4% | $4,300-42.4% |
| Admin fee / account holder | $320 | $5,885-94.6% | $7,906-96.0% | $6,925-95.4% |