Filed February 2, 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 |
|---|---|---|
Filed as: STOUT RISIUS ROSS, LLC Service code 34 10100 SANTA MONICA BLVD · LOS ANGELES, CA 90067 | Valuation (appraisals, etc.) | $35,000 |
GREATBANC TRUST COMPANY1 year Service code 21 801 WARREN ROAD, SUITE 500 · LISLE, IL 60532 | Bank Trustee | $27,740 |
CPA ASSOCIATES PC1 year Filed as: RP&B , CPA'S Service code 10 3550 VINE STREET, SUITE 110 · RIVERSIDE, CA 925074175 | Accounting | $13,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, LLC - FUTUREPLAN Service code 15 · EIN 82-3719843 418 8TH AVE NE · BRAINERD, MN 56401 | Recordkeeping | $9,040 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,416 | $58,851-73.8% | $115,170-86.6% | $72,975-78.9% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | -20.69% | 23.16%-43.9pp | 35.60%-56.3pp | 81.01%-101.7pp |
| Employer contribution / active EE | $12,302 | $1,798+584.2% | $3,179+287.0% | $2,440+404.2% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $712 | $6,370-88.8% | $7,089-89.9% | $5,124-86.1% |