Filed October 24, 2016
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 |
|---|---|---|
TRANSITION FINANCE STRATEGIES, LLC10+ years Filed as: TRANSITION FINANCE STRATEGIES/BREA Service code 15 · EIN 13-4238973 | Recordkeeping | $17,185 |
ARGENT TRUST COMPANY10+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $14,943 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANELY SMITH/BARNEY Service code 21 3750 UNIVERSITY AVENUE · RIVERSIDE, CA 92501 | Bank Trustee | $8,099 |
PRAIRIE CAPITAL ADVISORS10+ years Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $5,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,669 | $59,467+237.4% | $93,727+114.1% | $74,478+169.4% |
| Participation rate | 99.4% | 59.6%+39.7pp | 68.7%+30.6pp | 67.2%+32.1pp |
| Annual return | 34.54% | 82.14%-47.6pp | 133.83%-99.3pp | 1370.56%-1336.0pp |
| Employer contribution / active EE | $6,759 | $1,267+433.6% | $2,421+179.1% | $2,626+157.3% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $178 | $3,028-94.1% | $8,292-97.9% | $1,946-90.9% |