Filed October 29, 1997
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 |
|---|---|---|
Service code 27 · EIN 47-1411118 4340 REDOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,189 |
PENSION ASSURANCE LLP5 years Service code 10 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Accounting | $17,500 |
NFP RETIREMENT INC3 years Service code 99 120 VANTIS STE 400 · ALISO VIEJO, CA 82656 | Other Fees | $15,390 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $13,809 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,472 |
Service code 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $9,386 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 13 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Contract Administrator | $2,346 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,881 | $80,781+10.0% | $102,437-13.2% | $74,478+19.3% |
| Participation rate | 98.2% | 65.7%+32.6pp | 74.5%+23.7pp | 67.2%+31.0pp |
| Annual return | 13.25% | 27.58%-14.3pp | 24.95%-11.7pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $11,979 | $3,160+279.1% | $3,871+209.5% | $2,626+356.1% |
| Participant deferral / active EE | $5,052 | $3,862+30.8% | $5,060-0.2% | $4,350+16.1% |
| Admin fee / account holder | $521 | $2,372-78.0% | $8,388-93.8% | $1,946-73.2% |