Filed April 17, 2009 (most recent of 6 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.
| Provider | Service type | Compensation |
|---|---|---|
PLAN MEMBER SERVICES1+ years Service code 15 6187 CARPINTERIA AVENUE · CARPINTERIA, CA 93013 | Recordkeeping | $88,536 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,424 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $36,000 |
ZEBRA PRINT AND COPY1+ years Service code 49 · EIN 91-0990556 | Other Services | $20,037 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,629 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,943 |
UNUM LIFE INS. CO. OF AMERICA1+ years Filed as: UNUM LIFE INSURANCE CO. OF AMERICA Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,579 | $63,964+11.9% | $147,618-51.5% | $67,505+6.0% |
| Participation rate | 28.4% | 68.6%-40.2pp | 84.6%-56.3pp | 71.2%-42.8pp |
| Annual return | 1.23% | 9.05%-7.8pp | 61.98%-60.8pp | 6.52%-5.3pp |
| Employer contribution / active EE | $0 | $1,618-100.0% | $5,564-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $1,208 | $2,589-53.3% | $4,895-75.3% | $3,597-66.4% |
| Admin fee / account holder | $41 | $43-3.7% | $11,612-99.6% | $56-26.6% |