Filed May 6, 2012
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 | Recordkeeping | $108,642 |
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $76,799 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $56,791 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,894 | $48,744-81.8% | $93,727-90.5% | $200,096-95.6% |
| Participation rate | 91.5% | 63.7%+27.8pp | 68.7%+22.8pp | 72.0%+19.5pp |
| Annual return | 12.00% | 15.36%-3.4pp | 133.83%-121.8pp | 34.26%-22.3pp |
| Employer contribution / active EE | $0 | $1,140-100.0% | $2,421-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $1,979 | $2,825-29.9% | $4,417-55.2% | $5,090-61.1% |
| Admin fee / account holder | $169 | $195-13.3% | $8,292-98.0% | $269-37.1% |