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.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $40,516 |
Filed as: FIRST ALLIED ADVISORY SERVICES Service code 27 655 W BROADWAY · SAN DIEGO, CA 92101 | Advisory (Plan) | $35,206 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE AND MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $12,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,023 | $56,095-34.0% | $178,503-79.3% | $90,274-59.0% |
| Participation rate | 36.3% | 65.6%-29.3pp | 81.9%-45.6pp | 73.4%-37.1pp |
| Annual return | 12.12% | 28.81%-16.7pp | 151.12%-139.0pp | 53.97%-41.9pp |
| Employer contribution / active EE | $880 | $1,572-44.0% | $5,011-82.4% | $2,523-65.1% |
| Participant deferral / active EE | $2,106 | $2,669-21.1% | $5,202-59.5% | $4,231-50.2% |
| Admin fee / account holder | $101 | $101+0.4% | $13,987-99.3% | $114-11.4% |