Filed April 14, 2006
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: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 440 MAMARONECK, AVE. · HARRISON, NY 10528 | Recordkeeping | $54,701 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Advisory (Plan) | $43,401 |
BENEFIT RESOURCES, INC.10+ years Service code 15 · EIN 68-0198481 1545 RIVER PARK DRIVE · SACRAMENTO, CA 95815 | Recordkeeping | $25,558 |
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 | $115,656 | $106,264+8.8% | $147,117-21.4% | $77,762+48.7% |
| Participation rate | 78.1% | 78.4%-0.3pp | 82.2%-4.1pp | 70.6%+7.5pp |
| Annual return | 12.72% | 56.94%-44.2pp | 420.54%-407.8pp | 31.27%-18.5pp |
| Employer contribution / active EE | $5,617 | $4,074+37.9% | $4,932+13.9% | $2,728+105.9% |
| Participant deferral / active EE | $5,551 | $8,003-30.6% | $8,065-31.2% | $4,651+19.4% |
| Admin fee / account holder | $334 | $3340% | $12,993-97.4% | $433-22.8% |