Filed June 24, 2002
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 | Recordkeeping fees; Shareholder servi... | $256,067 |
BFSG LLC1 year Filed as: BFSG, LLC Service code 16 · EIN 20-8161914 | Consulting | $37,500 |
MANCHESTER FINANCIAL INC3 years Filed as: MANCHESTER FINANCIAL INC. Service code 33 · EIN 95-4281964 | Securities brokerage commissions and ... | $36,958 |
INTEGRITY ASSET MANAGEMENT4 years Filed as: INTEGRITY FINANCIAL CORPORATION Service code 33 · EIN 32-0123516 | Securities brokerage; Securities brok... | $19,877 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 33 · EIN 27-1180831 | Securities brokerage; Securities brok... | $16,720 |
CEDARSTONE ADVISORS INC1 year Filed as: CEDARSTONE ADVISORS, INC. Service code 33 · EIN 47-1539900 | Securities brokerage commissions and ... | $16,132 |
Service code 33 · EIN 27-3613371 | Securities brokerage; Securities brok... | $10,765 |
BURTON ENRIGHT WELCH2 years Service code 33 · EIN 27-1702630 | Securities brokerage; Securities brok... | $8,906 |
Filed as: TEACHERS INSURANCE & ANNUITY ASSOC. Service code 15 · EIN 94-1773778 | Recordkeeping | $8,887 |
SHERWOOD FINANCIAL2 years Service code 33 · EIN 83-3903891 | Securities brokerage commissions and ... | $6,453 |
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 | $187,868 | $113,568+65.4% | $67,560+178.1% | $200,096-6.1% |
| Participation rate | 90.2% | 73.3%+16.8pp | 72.9%+17.2pp | 72.0%+18.1pp |
| Annual return | 12.91% | 15.88%-3.0pp | 3533.50%-3520.6pp | 34.26%-21.4pp |
| Employer contribution / active EE | $6,857 | $3,409+101.1% | $2,737+150.5% | $3,038+125.7% |
| Participant deferral / active EE | $7,322 | $4,163+75.9% | $4,004+82.9% | $5,090+43.9% |
| Admin fee / account holder | $126 | $102+22.7% | $3,994-96.9% | $269-53.3% |