Filed March 8, 2013
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $854,137 |
FORVIS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $24,748 |
SHERMAN & HOWARD2 years Filed as: TAFT STETTINIUS & HOLLISTER LAW LLP Service code 29 · EIN 31-0541755 | Legal | $9,101 |
CORIENT PRIVATE WEALTH LLC2 years Service code 33 · EIN 88-0967642 | Securities brokerage commissions and ... | $6,028 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,477 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | 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 | $65,726 | $68,110-3.5% | $155,556-57.7% | $99,313-33.8% |
| Participation rate | 97.5% | 67.8%+29.7pp | 78.2%+19.3pp | 71.7%+25.8pp |
| Annual return | 15.16% | 16.16%-1.0pp | 64.84%-49.7pp | 17.67%-2.5pp |
| Employer contribution / active EE | $2,348 | $2,291+2.5% | $4,675-49.8% | $3,264-28.1% |
| Participant deferral / active EE | $5,126 | $3,865+32.6% | $5,631-9.0% | $5,346-4.1% |
| Admin fee / account holder | $85 | $94-9.5% | $15,885-99.5% | $109-22.0% |