Filed October 11, 2005
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: LODESTAR PRIVATE ASSET MANAGEMENT Service code 27 · EIN 94-3390377 3201 DANVILLE BOULEVARD, SUITE 275 · ALAMO, CA 94507 | Advisory (Plan) | $30,122 |
Service code 13 · EIN 23-3038464 1801 MARKET STREET, SUITE 1000 · PHILADELPHIA, PA 19130 | Contract Administrator | $15,982 |
CDA BENEFIT CONSULTANTS, INC.1 year Service code 13 · EIN 33-0672911 1871 THE ALAMEDA, SUITE 100 · SAN JOSE, CA 95126 | Contract Administrator | $2,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,865 | $49,177+137.6% | $79,464+47.1% | $64,186+82.1% |
| Participation rate | 79.7% | 65.0%+14.7pp | 73.3%+6.4pp | 69.6%+10.2pp |
| Annual return | 8.71% | -1.16%+9.9pp | 718.14%-709.4pp | 7.63%+1.1pp |
| Employer contribution / active EE | $8,672 | $2,076+317.7% | $2,800+209.7% | $2,381+264.2% |
| Participant deferral / active EE | $8,031 | $2,821+184.6% | $3,704+116.8% | $3,470+131.5% |
| Admin fee / account holder | $445 | $3,839-88.4% | $5,113-91.3% | $4,888-90.9% |