Filed February 10, 2010 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,382 |
FISHER INVESTMENTS1 year Filed as: FISHER ASSET MANAGEMENT Service code 27 · EIN 20-2480800 | Advisory (Plan) | $17,801 |
EDWARD JONES7 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $11,632 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,720 | $55,470+2.3% | $155,556-63.5% | $74,478-23.8% |
| Participation rate | 54.5% | 61.9%-7.4pp | 78.2%-23.7pp | 67.2%-12.7pp |
| Annual return | 13.55% | 269.80%-256.3pp | 64.84%-51.3pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $1,268 | $2,267-44.1% | $4,675-72.9% | $2,626-51.7% |
| Participant deferral / active EE | $4,076 | $2,838+43.6% | $5,631-27.6% | $4,350-6.3% |
| Admin fee / account holder | $406 | $1,744-76.7% | $15,885-97.4% | $1,946-79.2% |