Filed October 26, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PASADENA PRIVATE WEALTH LLC5 years Service code 27 · EIN 82-4823358 | Advisory (Plan) | $43,723 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $12,237 |
Filed as: CBIZ RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 31-1582098 | Recordkeeping | $10,311 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,220 | $88,186-21.5% | $165,071-58.1% | $74,459-7.0% |
| Participation rate | 99.3% | 73.1%+26.2pp | 78.6%+20.7pp | 67.2%+32.1pp |
| Annual return | 9.30% | 17.13%-7.8pp | 70.17%-60.9pp | 1369.70%-1360.4pp |
| Employer contribution / active EE | $8,853 | $2,600+240.5% | $4,347+103.6% | $2,626+237.2% |
| Participant deferral / active EE | $6,437 | $4,505+42.9% | $6,035+6.7% | $4,350+48.0% |
| Admin fee / account holder | $92 | $2,234-95.9% | $12,695-99.3% | $1,945-95.3% |