Filed July 31, 2012 (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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $244,959 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 28 · EIN 36-4001764 | Investment Management | $34,122 |
MILLER COOPER & CO LTD1 year Filed as: MILLER COOPER & CO., LTD Service code 10 · EIN 36-2897372 | Accounting | $26,000 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,737 | $122,585-57.0% | $184,256-71.4% | $200,096-73.6% |
| Participation rate | 98.4% | 86.9%+11.4pp | 86.8%+11.5pp | 72.0%+26.4pp |
| Annual return | 16.75% | 144.12%-127.4pp | 28.85%-12.1pp | 34.26%-17.5pp |
| Employer contribution / active EE | $2,491 | $4,571-45.5% | $6,427-61.2% | $3,038-18.0% |
| Participant deferral / active EE | $6,562 | $7,972-17.7% | $9,133-28.1% | $5,090+28.9% |
| Admin fee / account holder | $112 | $120-6.9% | $13,899-99.2% | $269-58.4% |