Filed January 13, 2014
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 |
|---|---|---|
MENKE & ASSOCIATES, INC.8 years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 111 ANZA BLVD · BURLINGAME, CA 94010 | Contract Administrator | $40,147 |
Filed as: CAPALDI, REYNOLDS & PELOSI, PA Service code 10 · EIN 22-2097516 | Accounting | $27,850 |
ISAACKS & ASSOCIATES8 years Filed as: ISAACKS & ASSOCIATES, LTD., LLP Service code 21 · EIN 94-2349093 12777 JONES RD., SUITE 100 · HOUSTON, TX 770704624 | Bank Trustee | $19,800 |
WEINRESS & ASSOCIATES8 years Service code 34 47 WILLOW LANE · SAUSALITO, CA 94905 | Valuation (appraisals, etc.) | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,228 | $69,255-30.4% | $133,346-63.8% | $69,255-30.4% |
| Participation rate | 99.7% | 69.0%+30.6pp | 72.8%+26.8pp | 69.0%+30.6pp |
| Annual return | -16.33% | 26.73%-43.1pp | 36.85%-53.2pp | 26.73%-43.1pp |
| Employer contribution / active EE | $7,593 | $2,645+187.0% | $2,853+166.1% | $2,645+187.0% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $4,332-100.0% | $2,890-100.0% |
| Admin fee / account holder | $363 | $733-50.5% | $14,264-97.5% | $733-50.5% |