Filed February 6, 2001
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $27,794 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $12,363 |
Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,266 | $45,382+54.8% | $154,110-54.4% | $75,289-6.7% |
| Participation rate | 67.5% | 65.9%+1.6pp | 83.0%-15.5pp | 72.4%-4.9pp |
| Annual return | -4.46% | -0.47%-4.0pp | 735.22%-739.7pp | -0.04%-4.4pp |
| Employer contribution / active EE | $716 | $1,533-53.3% | $5,298-86.5% | $2,405-70.2% |
| Participant deferral / active EE | $4,246 | $2,384+78.1% | $5,081-16.4% | $3,739+13.6% |
| Admin fee / account holder | $57 | $89-35.8% | $13,412-99.6% | $102-43.9% |