Filed April 30, 2007
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 |
|---|---|---|
F/M INVESTMENTS LLC1+ years Filed as: S.I.I. INVESTMENTS Service code 22 · EIN 39-1099262 | Insurance Broker | $37,551 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $17,624 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $11,700 |
YODER & LANGFORD, PC1+ years Filed as: YODER & LANGFORD PC LAW OFFICE Service code 29 · EIN 86-0869874 | Legal | $2,773 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,393 | $59,188-75.7% | $40,757-64.7% | $59,188-75.7% |
| Participation rate | 92.0% | 69.4%+22.6pp | 79.3%+12.8pp | 69.4%+22.6pp |
| Annual return | -1.03% | 5.51%-6.5pp | -0.50%-0.5pp | 5.51%-6.5pp |
| Employer contribution / active EE | $495 | $2,098-76.4% | $3,004-83.5% | $2,098-76.4% |
| Participant deferral / active EE | $828 | $3,265-74.6% | $3,485-76.2% | $3,265-74.6% |
| Admin fee / account holder | $36 | $92-61.0% | $4,272-99.2% | $92-61.0% |