Filed July 4, 2010 (most recent of 2 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $66,216 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,742 |
Filed as: CETERA FINANCIAL GROUP Service code 27 200 N. PACIFIC COAST HWY. · EL SEGUNDO, CA 90245 | Advisory (Plan) | $17,994 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN, PLLC. Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $16,500 |
Filed as: WELLTH ADVISORY SERVICES Service code 27 · EIN 99-2539506 | Advisory (Plan) | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,297 | $53,204-11.1% | $155,556-69.6% | $200,096-76.4% |
| Participation rate | 42.0% | 64.1%-22.1pp | 78.2%-36.2pp | 72.0%-30.0pp |
| Annual return | 13.56% | 41.02%-27.5pp | 64.84%-51.3pp | 34.26%-20.7pp |
| Employer contribution / active EE | $745 | $1,850-59.7% | $4,675-84.1% | $3,038-75.5% |
| Participant deferral / active EE | $2,410 | $3,163-23.8% | $5,631-57.2% | $5,090-52.7% |
| Admin fee / account holder | $133 | $186-28.4% | $15,885-99.2% | $269-50.6% |