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 |
|---|---|---|
BENEFIT RESOURCES, INC.3+ years Service code 15 · EIN 68-0198481 1545 RIVER PARK DRIVE, SUITE 325 · SACRAMENTO, CA 95815 | Recordkeeping | $11,593 |
Service code 10 · EIN 26-2363334 9261 SIERRA COLLEGE BLVD. · ROSEVILLE, CA 95661 | Accounting | $8,600 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 15 · EIN 36-6071399 2000 ALAMEDA DE LAS PULGAS · SAN MATEO, CA 94403 | Recordkeeping | $7,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,646 | $80,753+13.5% | $136,298-32.8% | $62,293+47.1% |
| Participation rate | 64.2% | 73.5%-9.3pp | 81.9%-17.7pp | 69.5%-5.3pp |
| Annual return | 14.22% | 35.83%-21.6pp | 5156.27%-5142.1pp | 28.90%-14.7pp |
| Employer contribution / active EE | $2,890 | $2,884+0.2% | $4,696-38.5% | $2,042+41.5% |
| Participant deferral / active EE | $4,065 | $5,164-21.3% | $6,247-34.9% | $3,169+28.3% |
| Admin fee / account holder | $32 | $525-93.8% | $9,244-99.7% | $479-93.3% |