Filed March 22, 2006 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 16 · EIN 47-5476782 | Consulting | $142,972 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Float revenue; Account maintenance fe... | $65,586 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $500 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,926 | $68,110-41.4% | $155,556-74.3% | $99,313-59.8% |
| Participation rate | 47.2% | 67.8%-20.6pp | 78.2%-31.0pp | 71.7%-24.5pp |
| Annual return | 12.93% | 16.16%-3.2pp | 64.84%-51.9pp | 17.67%-4.7pp |
| Employer contribution / active EE | $1,043 | $2,291-54.4% | $4,675-77.7% | $3,264-68.0% |
| Participant deferral / active EE | $2,363 | $3,865-38.9% | $5,631-58.0% | $5,346-55.8% |
| Admin fee / account holder | $53 | $94-43.7% | $15,885-99.7% | $109-51.6% |