Filed July 6, 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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,805,340 |
KKR PRISMA1+ years Service code 28 · EIN 13-2857105 | Investment Management | $730,264 |
ARTISAN PARTNERS1+ years Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $476,117 |
ALEXBROWN1+ years Service code 28 · EIN 52-1349876 | Investment Management | $423,028 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $402,786 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $341,235 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 17 · EIN 61-0736136 | Pension Consulting | $253,930 |
CITIBANK1+ years Service code 19 · EIN 13-5266470 | Securities Custodian | $187,950 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 4.52% | 7.64%-3.1pp | 4.74%-0.2pp | 10.64%-6.1pp |
| Employer contribution / active EE | $9,275 | $7,500+23.7% | $36,089-74.3% | $11,561-19.8% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |