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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,829,160 |
KKR PRISMA2+ years Service code 28 · EIN 13-2857105 | Investment Management | $486,229 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 30-0282430 | Investment Management | $479,337 |
ARTISAN PARTNERS2+ years Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $135,522 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $120,338 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $96,332 |
CITIBANK2+ years Service code 19 · EIN 13-5266470 | Securities Custodian | $72,464 |
Filed as: INVESTEC Service code 28 · EIN 39-2079691 | Investment Management | $35,289 |
ALEXBROWN2+ years Service code 28 · EIN 52-1349876 | Investment Management | $21,532 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $11,086 |
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.58% | 20.78%-8.2pp | 10.36%+2.2pp | 16.32%-3.7pp |
| Employer contribution / active EE | $22,843 | $15,647+46.0% | $37,738-39.5% | $12,766+78.9% |
| Participant deferral / active EE | $0 | $179-100.0% | $137-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |