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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $377,503 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $260,603 |
HYAS GROUP, LLC4 years Filed as: HYAS GROUP Service code 27 · EIN 26-2924761 | Advisory (Plan) | $96,224 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $27,300 |
TRUCKER HUSS4 years Service code 29 ONE EMBARCADERO CENTER · SAN FRANCISCO, CA 94114 | Legal | $7,947 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $264,369 | $101,523+160.4% | $141,200+87.2% | $77,775+239.9% |
| Participation rate | 94.7% | 77.4%+17.3pp | 82.5%+12.2pp | 73.2%+21.5pp |
| Annual return | 26.20% | 56.22%-30.0pp | 71.41%-45.2pp | 32.58%-6.4pp |
| Employer contribution / active EE | $2,871 | $3,341-14.1% | $4,736-39.4% | $2,504+14.7% |
| Participant deferral / active EE | $18,319 | $6,434+184.7% | $6,710+173.0% | $3,966+361.9% |
| Admin fee / account holder | $96 | $92+5.0% | $10,265-99.1% | $100-3.9% |