Filed July 26, 2010 (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.
| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Float revenue; Claims processing; Dis... | $243,158 |
STEPHENS INC10+ years Filed as: STEPHENS, INC Service code 16 111 CENTER ST. · LITTLE ROCK, AR 77201 | Consulting | $61,409 |
FRIDAY ELDREDGE & CLARK1 year Filed as: FRIDAY ELDREDGE & CLARK, LLP Service code 29 · EIN 71-0253638 | Legal | $6,112 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,511 | $68,110+13.8% | $155,556-50.2% | $99,313-22.0% |
| Participation rate | 86.4% | 67.8%+18.6pp | 78.2%+8.2pp | 71.7%+14.7pp |
| Annual return | 14.65% | 16.16%-1.5pp | 64.84%-50.2pp | 17.67%-3.0pp |
| Employer contribution / active EE | $1,689 | $2,291-26.3% | $4,675-63.9% | $3,264-48.3% |
| Participant deferral / active EE | $4,135 | $3,865+7.0% | $5,631-26.6% | $5,346-22.7% |
| Admin fee / account holder | $54 | $94-42.5% | $15,885-99.7% | $109-50.5% |