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 |
|---|---|---|
Filed as: FIDUCIARY SERVICES, INC Service code 28 · EIN 14-1886375 369 B THIRD ST #543 · SAN RAFAEL, CA 94901 | Investment Management | $28,046 |
CROWE LLP3 years Service code 65 · EIN 35-0921680 | Account Maintenance | $25,401 |
VALUE CONSULTING GROUP2 years Filed as: VALUE MANAGEMENT, INC. Service code 16 · EIN 23-2639318 | Consulting | $22,500 |
HEARD MCELROY & VESTAL, LLC4 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 | $156,736 | $81,494+92.3% | $133,978+17.0% | $73,497+113.3% |
| Participation rate | 99.1% | 76.4%+22.7pp | 79.8%+19.2pp | 70.7%+28.4pp |
| Annual return | -1.13% | 19.40%-20.5pp | 45.10%-46.2pp | 28.51%-29.6pp |
| Employer contribution / active EE | $20,656 | $2,210+834.8% | $3,919+427.1% | $2,270+809.9% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $515 | $713-27.8% | $8,930-94.2% | $513+0.4% |