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 SERVICES3+ years Service code 15 6187 CARPINTERIA AVENUE · CARPINTERIA, CA 93013 | Recordkeeping | $67,702 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $35,880 |
SEVEN SIMPLE MACHINES2 years Service code 15 · EIN 20-4028622 | Recordkeeping | $14,530 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP Service code 27 · EIN 04-3831795 | Advisory (Plan) | $7,001 |
Filed as: EMPOWER RETIREMENT Service code 64 PO BOX 173764 · DENVER, CO 80217 | Recordkeeping Fees | $4,276 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,180 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,175 |
MILLIMAN, INC.2 years Service code 50 · EIN 91-0675641 | Direct Payment | $422 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
UNUM LIFE INS. CO. OF AMERICA3+ years Filed as: UNUM LIFE INSURANCE CO. OF AMERICA Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $95,663 | $44,989+112.6% | $170,435-43.9% | $77,958+22.7% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 16.98% | 19.61%-2.6pp | 205.94%-189.0pp | 20.87%-3.9pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $57 | $69-18.0% | $13,881-99.6% | $97-42.0% |