Filed June 28, 1
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 and information managem... | $242,217 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 16 · EIN 93-0987232 | Consulting | $43,750 |
BPM LLP3 years Filed as: BPM, LLP Service code 10 · EIN 81-4234542 | Accounting | $22,470 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $44,055 | $76,209-42.2% | $81,370-45.9% | $200,096-78.0% |
| Participation rate | 96.9% | 76.4%+20.5pp | 69.5%+27.3pp | 72.0%+24.8pp |
| Annual return | 13.11% | 15.55%-2.4pp | 24.85%-11.7pp | 34.26%-21.1pp |
| Employer contribution / active EE | $2,324 | $2,807-17.2% | $2,464-5.7% | $3,038-23.5% |
| Participant deferral / active EE | $4,528 | $4,210+7.6% | $3,885+16.5% | $5,090-11.0% |
| Admin fee / account holder | $86 | $146-41.4% | $5,749-98.5% | $269-68.2% |