Filed September 23, 2010
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $593,499 |
NEPC, LLC4 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $170,582 |
SMITH & HOWARD, PC1 year Service code 10 · EIN 58-1250486 | Accounting | $33,000 |
WARREN AVERETT, LLC3 years Service code 10 · EIN 45-4084437 | Accounting | $17,500 |
Filed as: TRANSAMERICA CORPORATION Service code 28 · EIN 42-1484983 | Investment Management | $12,490 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $142,654 | $152,104-6.2% | $184,256-22.6% | $106,553+33.9% |
| Participation rate | 81.5% | 85.9%-4.4pp | 86.8%-5.3pp | 69.8%+11.7pp |
| Annual return | 18.27% | 20.70%-2.4pp | 28.85%-10.6pp | 17.37%+0.9pp |
| Employer contribution / active EE | $4,139 | $5,326-22.3% | $6,427-35.6% | $3,359+23.2% |
| Participant deferral / active EE | $7,894 | $8,559-7.8% | $9,133-13.6% | $5,562+41.9% |
| Admin fee / account holder | $50 | $103-50.9% | $13,899-99.6% | $80-36.7% |