Filed April 17, 2014
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 | Recordkeeping fees; Recordkeeping and... | $498,625 |
Filed as: HEALTHCARE COMMISSIONS SECURITIES Service code 16 | Consulting | $247,184 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $250 |
Filed as: HEALTHCARE COMM. SECURITIES CORP Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12144 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,406 | $53,204+30.5% | $155,556-55.4% | $200,096-65.3% |
| Participation rate | 96.0% | 64.1%+31.9pp | 78.2%+17.8pp | 72.0%+24.0pp |
| Annual return | 13.13% | 41.02%-27.9pp | 64.84%-51.7pp | 34.26%-21.1pp |
| Employer contribution / active EE | $3,579 | $1,850+93.5% | $4,675-23.4% | $3,038+17.8% |
| Participant deferral / active EE | $5,453 | $3,163+72.4% | $5,631-3.1% | $5,090+7.1% |
| Admin fee / account holder | $200 | $186+7.6% | $15,885-98.7% | $269-25.8% |