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.
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Service code 21 1900 S RIVERSIDE AVE · COLTON, CA 923243344 | Bank Trustee | $27,965 |
Filed as: TRANSITION FINANCE STRATEGIES/BREA Service code 15 · EIN 13-4238973 | Recordkeeping | $24,161 |
ARGENT TRUST COMPANY3+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $15,470 |
PRAIRIE CAPITAL ADVISORS3+ years Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $7,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,853 | $51,466+96.0% | $78,778+28.0% | $62,293+61.9% |
| Participation rate | 100.0% | 59.8%+40.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 36.78% | 19.96%+16.8pp | 35.62%+1.2pp | 28.90%+7.9pp |
| Employer contribution / active EE | $2,950 | $827+256.6% | $1,986+48.6% | $2,042+44.5% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $359 | $489-26.7% | $5,134-93.0% | $479-25.2% |