Filed October 18, 2004
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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $8,975 |
THE ALLOCATION COMPANY1+ years Filed as: THE ALLOCATION COMPANY INC Service code 15 · EIN 76-0354750 | Recordkeeping | $4,250 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,383 | $70,667-58.4% | $123,105-76.1% | $52,331-43.9% |
| Participation rate | 78.8% | 83.7%-4.9pp | 86.8%-8.0pp | 68.1%+10.7pp |
| Annual return | -2.88% | 6.23%-9.1pp | 13.22%-16.1pp | 4.54%-7.4pp |
| Employer contribution / active EE | $1,598 | $2,946-45.8% | $5,151-69.0% | $1,882-15.1% |
| Participant deferral / active EE | $1,773 | $4,493-60.5% | $6,229-71.5% | $3,022-41.3% |
| Admin fee / account holder | $62 | $506-87.7% | $9,014-99.3% | $592-89.5% |