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 SERVICES4+ years Service code 15 6187 CARPINTERIA AVENUE · CARPINTERIA, CA 93013 | Recordkeeping | $70,486 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,038 |
Filed as: EMPOWER RETIREMENT Service code 64 PO BOX 173764 · DENVER, CO 80217 | Recordkeeping Fees | $3,739 |
Filed as: UNUM LIFE INSURANCE CO Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,857 |
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 | $89,234 | $45,382+96.6% | $154,110-42.1% | $75,289+18.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -3.01% | -0.47%-2.5pp | 735.22%-738.2pp | -0.04%-3.0pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $54 | $89-40.0% | $13,412-99.6% | $102-47.6% |