Filed March 17, 2009 (most recent of 4 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 | $245,953 |
Service code 15 · EIN 59-2438373 | Recordkeeping | $166,573 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $106,159 |
NPPG2 years Filed as: NPPG FIDUCIARY SERVICES Service code 14 · EIN 30-0835405 | Plan Administrator | $63,271 |
Filed as: SERVANT SPIRIT SERVICES Service code 99 · EIN 93-4904307 | Other Fees | $44,716 |
360 PAYROLL INTEGRATION CORP2 years Filed as: 360 PAYROLL INTEGRATION Service code 99 · EIN 83-3880266 | Other Fees | $22,987 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,939 | $55,694-28.3% | $81,882-51.2% | $200,096-80.0% |
| Participation rate | 59.3% | 62.7%-3.3pp | 72.4%-13.1pp | 72.0%-12.7pp |
| Annual return | 12.93% | 19.59%-6.7pp | 779.47%-766.5pp | 34.26%-21.3pp |
| Employer contribution / active EE | $1,221 | $2,114-42.2% | $2,916-58.1% | $3,038-59.8% |
| Participant deferral / active EE | $2,663 | $3,299-19.3% | $4,323-38.4% | $5,090-47.7% |
| Admin fee / account holder | $264 | $348-24.0% | $7,360-96.4% | $269-1.8% |