Filed November 24, 2009 (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.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 13-3689044 4333 EDGWOOD RD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $50,276 |
THE BANK OF NEW YORK MELLON4 years Filed as: PERSHING ADVISORS SOLUTIONS Service code 19 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Securities Custodian | $12,879 |
Filed as: FIFTH THIRD BANK RETIREMENT SVCS Service code 19 · EIN 31-1051736 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Securities Custodian | $9,676 |
HUNGERFORD NICHOLS1 year Service code 10 · EIN 38-2184525 2910 LUCERNE DR SE · GRAND RAPIDS, MI 49546 | Accounting | $7,900 |
HUNTINGTON NATIONAL BANK6+ years Filed as: THE HUNTINGTON NATIONAL BANK Service code 20 · EIN 38-0966785 PO BOX 1558 · COLUMBUS, OH 43126 | Trustee (individual) | $6,238 |
Service code 29 150 OTTAWA AVE, NW SUITE 1500 · GRAND RAPIDS, MI 49503 | Legal | $5,662 |
HUNTINGTON NATIONAL BANK4 years Filed as: THE HUNTINGTON INVESTMENT COMPANY Service code 22 · EIN 31-1316299 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,124 | $73,638+57.7% | $95,952+21.0% | $73,488+58.0% |
| Participation rate | 92.0% | 76.2%+15.9pp | 77.1%+14.9pp | 70.7%+21.3pp |
| Annual return | 21.56% | 16.78%+4.8pp | 91.61%-70.1pp | 28.51%-7.0pp |
| Employer contribution / active EE | $900 | $1,863-51.7% | $2,541-64.6% | $2,270-60.4% |
| Participant deferral / active EE | $2,624 | $3,617-27.4% | $4,167-37.0% | $3,740-29.8% |
| Admin fee / account holder | $330 | $482-31.6% | $6,795-95.1% | $513-35.7% |