Filed May 21, 2008
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 | Participant loan processing; Recordke... | $195,996 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 80-0326517 | Advisory (Plan) | $51,667 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 33-1498605 | Accounting | $15,400 |
MID ATLANTIC CAPITAL CORPORATION10+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $112,177 | $241,850-53.6% | $102,412+9.5% | $199,960-43.9% |
| Participation rate | 50.2% | 78.3%-28.1pp | 74.5%-24.3pp | 72.0%-21.8pp |
| Annual return | 16.12% | 17.67%-1.5pp | 24.94%-8.8pp | 34.28%-18.2pp |
| Employer contribution / active EE | $2,485 | $4,253-41.6% | $3,870-35.8% | $3,036-18.1% |
| Participant deferral / active EE | $3,657 | $3,961-7.7% | $5,060-27.7% | $5,087-28.1% |
| Admin fee / account holder | $170 | $288-40.9% | $8,388-98.0% | $269-36.7% |