Filed January 3, 2009
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 |
|---|---|---|
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Other Services | $22,743 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 34700 COAST HIGHWAY · CAPISTRANO BEACH, CA 92624 | Advisory (Plan) | $19,638 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 111 WEST STATE STREET · MASON CITY, IA 504022000 | Contract Administrator | $12,878 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 9665 GRANITE RIDGE DRIVE · SAN DIEGO, CA 92123 | Accounting | $12,400 |
401(K) ADVISORS INC1+ years Filed as: 401(K) ADVISORS INC. Service code 27 | Advisory (Plan) | $7,281 |
401K ADVISORS INC1+ years Filed as: 401K ADVISORS Service code 27 · EIN 33-0905143 120 VANTIS, #400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $0 |
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 | $64,757 | $88,324-26.7% | $115,038-43.7% | $55,191+17.3% |
| Participation rate | 77.8% | 72.5%+5.3pp | 81.4%-3.6pp | 69.2%+8.7pp |
| Annual return | 0.54% | 6.30%-5.8pp | 26.14%-25.6pp | 10.78%-10.2pp |
| Employer contribution / active EE | $6,238 | $2,805+122.4% | $4,608+35.4% | $1,899+228.6% |
| Participant deferral / active EE | $3,226 | $5,042-36.0% | $6,026-46.5% | $3,046+5.9% |
| Admin fee / account holder | $20 | $105-80.6% | $8,175-99.8% | $91-77.5% |