Filed April 7, 2008 (most recent of 2 filings on file)
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 37 · EIN 04-2647786 | Loan Processing | $134,096 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $99,099 |
HYAS GROUP, LLC1+ years Service code 27 · EIN 26-2924761 | Advisory (Plan) | $50,580 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $22,500 |
BENZ COMMUNICATIONS1+ years Service code 49 275 9TH STREET · SAN FRANCISCO, CA 94103 | Other Services | $20,977 |
INVESTMENT LANGUAGE TEACHER1+ years Service code 49 1592 UNION STREET NUMBER 86 · SAN FRANCISCO, CA 94123 | Other Services | $5,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $192,522 | $86,791+121.8% | $115,037+67.4% | $59,188+225.3% |
| Participation rate | 92.6% | 72.8%+19.8pp | 81.4%+11.2pp | 69.4%+23.2pp |
| Annual return | 3.79% | 4.44%-0.7pp | 26.14%-22.4pp | 5.51%-1.7pp |
| Employer contribution / active EE | $2,647 | $2,950-10.2% | $4,608-42.5% | $2,098+26.2% |
| Participant deferral / active EE | $15,375 | $5,298+190.2% | $6,026+155.1% | $3,265+371.0% |
| Admin fee / account holder | -$8 | $95-108.1% | $8,175-100.1% | $92-108.3% |