Filed July 13, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $92,720 |
IMA WEALTH INC3 years Filed as: IMA WEALTH Service code 16 · EIN 48-1233289 | Consulting | $37,500 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $50 |
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 | $94,522 | $65,960+43.3% | $81,844+15.5% | $77,736+21.6% |
| Participation rate | 95.5% | 65.8%+29.7pp | 72.4%+23.1pp | 70.6%+24.9pp |
| Annual return | 14.24% | 26.64%-12.4pp | 778.87%-764.6pp | 31.26%-17.0pp |
| Employer contribution / active EE | $1,824 | $2,375-23.2% | $2,916-37.5% | $2,728-33.1% |
| Participant deferral / active EE | $6,445 | $3,505+83.9% | $4,323+49.1% | $4,651+38.6% |
| Admin fee / account holder | $196 | $526-62.7% | $7,355-97.3% | $433-54.7% |