Filed December 16, 2004 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TRIAD ADVISORS INC1 year Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $39,410 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $20,754 |
GOLDMAN SACHS9 years Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 27 620 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92260 | Advisory (Plan) | $9,043 |
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 | $87,933 | $122,063-28.0% | $184,256-52.3% | $74,478+18.1% |
| Participation rate | 96.0% | 85.5%+10.5pp | 86.8%+9.2pp | 67.2%+28.8pp |
| Annual return | 14.46% | 19.92%-5.5pp | 28.85%-14.4pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $2,010 | $4,539-55.7% | $6,427-68.7% | $2,626-23.5% |
| Participant deferral / active EE | $4,941 | $7,144-30.8% | $9,133-45.9% | $4,350+13.6% |
| Admin fee / account holder | $331 | $1,253-73.6% | $13,899-97.6% | $1,946-83.0% |