Filed April 20, 2012
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 | Float revenue; Claims processing; Sal... | $64,162 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY MANAGEMENT LLC Service code 16 · EIN 39-0859910 | Consulting | $18,750 |
JWT & ASSOCIATES, LLP4 years Filed as: JWT & ASSOCIATES. LLP Service code 10 · EIN 47-2718509 | Accounting | $9,750 |
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 | $91,276 | $50,919+79.3% | $155,556-41.3% | $77,762+17.4% |
| Participation rate | 61.0% | 63.1%-2.1pp | 78.2%-17.2pp | 70.6%-9.6pp |
| Annual return | 12.22% | 34.84%-22.6pp | 64.84%-52.6pp | 31.27%-19.0pp |
| Employer contribution / active EE | $1,366 | $1,991-31.4% | $4,675-70.8% | $2,728-49.9% |
| Participant deferral / active EE | $5,825 | $2,824+106.2% | $5,631+3.4% | $4,651+25.2% |
| Admin fee / account holder | $133 | $437-69.5% | $15,885-99.2% | $433-69.2% |