Filed July 31, 2019
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 SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $49,448 |
LPL FINANCIAL2 years Service code 22 | Insurance Broker | $20,964 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $7,926 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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.
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 | $36,191 | $73,404-50.7% | $87,102-58.5% | $67,579-46.4% |
| Participation rate | 43.3% | 80.9%-37.6pp | 76.9%-33.6pp | 71.3%-28.0pp |
| Annual return | 24.29% | 48.29%-24.0pp | 28.19%-3.9pp | 378.56%-354.3pp |
| Employer contribution / active EE | $934 | $2,014-53.6% | $2,521-62.9% | $2,148-56.5% |
| Participant deferral / active EE | $1,644 | $3,913-58.0% | $4,048-59.4% | $3,539-53.5% |
| Admin fee / account holder | $164 | $142+15.8% | $7,491-97.8% | $142+15.2% |