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 | $46,055 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 1800 MERRILL LYNCH DRIVE · PENNINGTON, NJ 085344129 | Advisory (Plan) | $34,254 |
BENEFIT RESOURCES, INC.8+ years Service code 15 · EIN 68-0198481 1545 RIVER PARK DRIVE · SACRAMENTO, CA 95815 | Recordkeeping | $30,422 |
PROPP CHRISTENSEN CANIGILIA6 years Service code 10 · EIN 26-2363334 9261 SIERRA COLLEGE BLVD. · ROSEVILLE, CA 95661 | Accounting | $19,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,534 | $82,163+17.5% | $125,381-23.0% | $64,819+48.9% |
| Participation rate | 71.3% | 77.9%-6.6pp | 82.4%-11.1pp | 71.5%-0.2pp |
| Annual return | -14.29% | 3.49%-17.8pp | 572.31%-586.6pp | 32.84%-47.1pp |
| Employer contribution / active EE | $4,479 | $3,616+23.9% | $4,815-7.0% | $2,507+78.7% |
| Participant deferral / active EE | $4,635 | $7,175-35.4% | $7,448-37.8% | $4,311+7.5% |
| Admin fee / account holder | $381 | $163+133.2% | $10,007-96.2% | $188+102.6% |