Filed August 29, 2012
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 RETIREMENT SOLUTION Service code 15 · EIN 13-3689044 | Recordkeeping | $112,016 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 22 · EIN 59-1199408 | Insurance Broker | $43,899 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 15 · EIN 43-1829594 | Recordkeeping | $2,705 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,867 | $39,859+57.7% | $78,676-20.1% | $57,658+9.0% |
| Participation rate | 70.7% | 66.1%+4.6pp | 73.6%-2.9pp | 70.2%+0.5pp |
| Annual return | 6.79% | 18.96%-12.2pp | 62.19%-55.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $894 | $1,786-50.0% | $2,850-68.6% | $1,974-54.7% |
| Participant deferral / active EE | $2,196 | $2,248-2.3% | $3,517-37.6% | $3,061-28.3% |
| Admin fee / account holder | $313 | $76+310.6% | $4,510-93.1% | $95+230.9% |