Filed February 17, 2005 (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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $102,158 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $74,084 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $72,647 |
3(16) FIDUCIARY SERVICES CORP2+ years Filed as: 3(16) FIDUCIARY SERVICES CORP. Service code 14 · EIN 45-4813650 | Plan Administrator | $26,001 |
Filed as: PINNACLE FINANCIAL SERVICES, INC Service code 15 | Recordkeeping | $4,606 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,078 | $34,495-4.1% | $78,677-58.0% | $63,975-48.3% |
| Participation rate | 37.7% | 60.8%-23.1pp | 73.6%-35.9pp | 71.1%-33.4pp |
| Annual return | 28.32% | 11.62%+16.7pp | 62.19%-33.9pp | 48.65%-20.3pp |
| Employer contribution / active EE | $517 | $1,398-63.0% | $2,850-81.9% | $2,182-76.3% |
| Participant deferral / active EE | $956 | $2,100-54.5% | $3,517-72.8% | $3,356-71.5% |
| Admin fee / account holder | $177 | $68+161.0% | $4,510-96.1% | $70+151.9% |