Filed November 4, 2010
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 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $45,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,037 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE AND MORAN Service code 10 1098 WOODWARD AVE · DETROIT, MI 48226 | Accounting | $18,096 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,629 | $58,969+50.3% | $129,406-31.5% | $77,762+14.0% |
| Participation rate | 95.8% | 59.5%+36.3pp | 69.6%+26.1pp | 70.6%+25.2pp |
| Annual return | 13.14% | 24.78%-11.6pp | 9468.18%-9455.0pp | 31.27%-18.1pp |
| Employer contribution / active EE | $4,957 | $1,959+153.1% | $4,155+19.3% | $2,728+81.7% |
| Participant deferral / active EE | $4,675 | $3,224+45.0% | $4,167+12.2% | $4,651+0.5% |
| Admin fee / account holder | $148 | $593-75.0% | $7,689-98.1% | $433-65.8% |