Filed November 3, 2010 (most recent of 3 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 |
|---|---|---|
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $60,777 |
Filed as: ALDRICH WEALTH, LIMITED PARTNERSHIP Service code 17 · EIN 93-1244319 | Pension Consulting | $41,000 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 27 · EIN 91-0189318 | Advisory (Plan) | $13,010 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $415,339 | $81,331+410.7% | $155,534+167.0% | $80,935+413.2% |
| Participation rate | 91.8% | 66.3%+25.6pp | 78.2%+13.6pp | 67.7%+24.2pp |
| Annual return | 12.32% | 33.37%-21.0pp | 64.92%-52.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $15,513 | $3,105+399.7% | $4,675+231.9% | $2,757+462.8% |
| Participant deferral / active EE | $10,338 | $3,454+199.3% | $5,630+83.6% | $4,299+140.4% |
| Admin fee / account holder | $883 | $7,999-89.0% | $15,900-94.4% | $6,924-87.3% |