Filed May 5, 2005 (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 | Finders' fees / placement fees; Direc... | $152,813 |
SB & COMPANY, LLC1 year Service code 10 · EIN 20-2153727 | Accounting | $14,025 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 16 · EIN 43-1270780 | Consulting | $9,368 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,844 | $53,204+33.2% | $155,556-54.5% | $200,096-64.6% |
| Participation rate | 60.3% | 64.1%-3.9pp | 78.2%-18.0pp | 72.0%-11.8pp |
| Annual return | 11.86% | 41.02%-29.2pp | 64.84%-53.0pp | 34.26%-22.4pp |
| Employer contribution / active EE | $869 | $1,850-53.0% | $4,675-81.4% | $3,038-71.4% |
| Participant deferral / active EE | $5,150 | $3,163+62.8% | $5,631-8.5% | $5,090+1.2% |
| Admin fee / account holder | $77 | $186-58.4% | $15,885-99.5% | $269-71.3% |