Filed February 11, 2011
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 |
|---|---|---|
VALUE CONSULTING GROUP1 year Filed as: VALUE MANAGEMENT, INC. Service code 16 · EIN 23-2639318 | Consulting | $52,384 |
Filed as: FIDUCIARY SERVICES, INC Service code 28 · EIN 14-1886375 369 B THIRD ST #543 · SAN RAFAEL, CA 94901 | Investment Management | $31,579 |
CROWE LLP2 years Service code 65 · EIN 35-0921680 | Account Maintenance | $15,871 |
HEARD MCELROY & VESTAL, LLC3 years Filed as: HEARD, MCELROY & VESTAL Service code 10 · EIN 72-0398470 | Accounting | $7,500 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,417 | $86,341+67.3% | $125,195+15.4% | $65,186+121.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | -24.21% | 27.44%-51.6pp | 43.79%-68.0pp | 29.39%-53.6pp |
| Employer contribution / active EE | $18,309 | $2,040+797.7% | $3,866+373.6% | $2,177+741.1% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $642 | $609+5.4% | $9,704-93.4% | $847-24.2% |