Filed September 25, 2012 (most recent of 6 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 | Recordkeeping fees; Shareholder servi... | $791,550 |
BLACKROCK1 year Filed as: BLACKROCK INSTIUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $100,915 |
AON CONSULTING2 years Filed as: AON INVESTMENT USA, INC Service code 16 · EIN 36-3109431 | Consulting | $86,520 |
Service code 16 · EIN 36-4291971 | Consulting | $64,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $56,010 |
Service code 16 · EIN 41-0295805 | Consulting | $22,361 |
BAKER DONELSON1 year Filed as: BAKER, DONELSON, BEARMAN Service code 29 · EIN 62-1047356 | Legal | $6,795 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,604 | $145,513-20.6% | $184,256-37.3% | $99,313+16.4% |
| Participation rate | 93.7% | 90.3%+3.5pp | 86.8%+6.9pp | 71.7%+22.0pp |
| Annual return | 17.91% | 21.25%-3.3pp | 28.85%-10.9pp | 17.67%+0.2pp |
| Employer contribution / active EE | $4,881 | $5,354-8.8% | $6,427-24.1% | $3,264+49.5% |
| Participant deferral / active EE | $7,061 | $8,423-16.2% | $9,133-22.7% | $5,346+32.1% |
| Admin fee / account holder | $117 | $78+50.7% | $13,899-99.2% | $109+7.2% |