Filed December 24, 1992
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 Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $46,399 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $43,346 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,589 | $62,177+69.8% | $81,370+29.8% | $74,478+41.8% |
| Participation rate | 95.9% | 64.1%+31.9pp | 69.5%+26.4pp | 67.2%+28.7pp |
| Annual return | 12.44% | 16.62%-4.2pp | 24.85%-12.4pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $2,339 | $1,881+24.3% | $2,464-5.1% | $2,626-11.0% |
| Participant deferral / active EE | $6,527 | $3,219+102.7% | $3,885+68.0% | $4,350+50.0% |
| Admin fee / account holder | $513 | $1,927-73.4% | $5,749-91.1% | $1,946-73.6% |