Filed June 7, 2013
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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $51,806 |
FARBER HASS HURLEY LLP1+ years Service code 10 · EIN 20-4207759 | Accounting | $21,935 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 | Insurance Broker | $12,865 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,623 | $30,979-33.4% | $67,704-69.5% | $59,188-65.2% |
| Participation rate | 85.9% | 40.5%+45.4pp | 67.5%+18.4pp | 69.4%+16.5pp |
| Annual return | 1.42% | -1.74%+3.2pp | 25.41%-24.0pp | 5.51%-4.1pp |
| Employer contribution / active EE | $422 | $807-47.7% | $2,559-83.5% | $2,098-79.9% |
| Participant deferral / active EE | $2,342 | $1,603+46.1% | $3,585-34.7% | $3,265-28.3% |
| Admin fee / account holder | $41 | $81-49.2% | $4,255-99.0% | $92-55.4% |