Filed May 2, 2006
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: TRANSMERICA RETIREMENT SOLUTIONS Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $74,324 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $45,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $405,803 | $106,264+281.9% | $147,117+175.8% | $77,762+421.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 15.02% | 56.94%-41.9pp | 420.54%-405.5pp | 31.27%-16.2pp |
| Employer contribution / active EE | $15,854 | $4,074+289.2% | $4,932+221.4% | $2,728+481.2% |
| Participant deferral / active EE | $10,880 | $8,003+35.9% | $8,065+34.9% | $4,651+133.9% |
| Admin fee / account holder | $283 | $334-15.4% | $12,993-97.8% | $433-34.7% |