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 | $46,167 |
Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Advisory (Plan) | $19,387 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 1800 MERRILL LYNCH DRIVE · PENNINGTON, NJ 085344129 | Advisory (Plan) | $19,350 |
BENEFIT RESOURCES, INC.9+ years Service code 15 · EIN 68-0198481 1545 RIVER PARK DRIVE · SACRAMENTO, CA 95815 | Recordkeeping | $5,200 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,382 | $95,4170% | $135,974-29.9% | $74,460+28.1% |
| Participation rate | 74.6% | 78.2%-3.6pp | 81.9%-7.3pp | 70.7%+3.9pp |
| Annual return | 15.19% | 32.76%-17.6pp | 68.30%-53.1pp | 34.38%-19.2pp |
| Employer contribution / active EE | $4,918 | $3,878+26.8% | $4,859+1.2% | $2,638+86.4% |
| Participant deferral / active EE | $5,107 | $7,789-34.4% | $7,760-34.2% | $4,530+12.7% |
| Admin fee / account holder | $208 | $266-21.8% | $10,767-98.1% | $348-40.2% |