Filed June 13, 2007 (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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Investment management; Float revenue;... | $144,182 |
Filed as: MORGAN STANLEY Service code 16 · EIN 11-3658445 | Consulting | $36,236 |
BAIRD FUNDS6 years Filed as: ROBERT W BAIRD, INC. Service code 16 · EIN 39-6037917 | Consulting | $16,738 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $14,490 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $19,363 | $53,204-63.6% | $155,556-87.6% | $200,096-90.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 11.25% | 41.02%-29.8pp | 64.84%-53.6pp | 34.26%-23.0pp |
| Employer contribution / active EE | $2,770 | $1,850+49.7% | $4,675-40.8% | $3,038-8.8% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $74 | $186-60.2% | $15,885-99.5% | $269-72.5% |