Filed November 21, 2011 (most recent of 4 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 11 · EIN 13-3689044 | Actuarial | $84,359 |
HANSON BRIDGETT LLP1+ years Filed as: HANSON BRIDGETT, LLP Service code 29 425 MARKET STREET · SAN FRANCISCO, CA 94105 | Legal | $43,143 |
GLADING GROUP1+ years Service code 18 · EIN 71-0912527 | Direct payment from the plan; Custodi... | $33,249 |
CROWE LLP1+ years Filed as: CROWE HORWATH, LLP Service code 10 · EIN 35-0921680 | Accounting | $16,000 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $35,636-100.0% | $202,986-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 26.9%-26.9pp | 1.8%-1.8pp |
| Annual return | 4.50% | 7.18%-2.7pp | 2.04%+2.5pp | 7.18%-2.7pp |
| Employer contribution / active EE | $8,639 | $13,095-34.0% | $57,418-85.0% | $13,095-34.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $123-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $255,353-100.0% | $362-100.0% |