Filed March 12, 1998
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 |
|---|---|---|
ARMANINO LLP4 years Service code 10 · EIN 94-6214841 | Accounting | $20,396 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Float revenue; Distribution (12b-1) f... | $19,167 |
Filed as: GREENSFELDER, HEMKER & GALE, PC Service code 29 · EIN 43-1313567 | Legal | $9,981 |
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 16 · EIN 13-2834414 | Consulting | $6,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,523 | $89,123-38.8% | $102,460-46.8% | $77,762-29.9% |
| Participation rate | 56.9% | 80.9%-24.0pp | 76.5%-19.6pp | 70.6%-13.6pp |
| Annual return | 9.95% | 25.05%-15.1pp | 29.47%-19.5pp | 31.27%-21.3pp |
| Employer contribution / active EE | $172 | $2,700-93.6% | $3,025-94.3% | $2,728-93.7% |
| Participant deferral / active EE | $2,007 | $5,148-61.0% | $5,056-60.3% | $4,651-56.9% |
| Admin fee / account holder | $158 | $236-33.1% | $9,460-98.3% | $433-63.5% |