Filed December 23, 2015
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 | Direct payment from the plan; Finders... | $55,424 |
MULTNOMAH GROUP10+ years Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $43,613 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $21,630 |
Filed as: EMPOWER ANNUITY INSUR. CO. AMERICA Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $546 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,567 | $69,708+94.5% | $67,560+100.7% | $74,478+82.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 10.89% | -40.67%+51.6pp | 3533.50%-3522.6pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $5,106 | $2,715+88.1% | $2,737+86.6% | $2,626+94.4% |
| Participant deferral / active EE | $8,332 | $3,637+129.1% | $4,004+108.1% | $4,350+91.5% |
| Admin fee / account holder | $546 | $887-38.5% | $3,994-86.3% | $1,946-72.0% |