Filed June 4, 2014 (most recent of 2 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 |
|---|---|---|
THE ADVISORY GROUP1+ years Filed as: THE ADVISORY GROUP OF SAN FRANCISCO Service code 27 · EIN 94-3339091 | Advisory (Plan) | $20,669 |
FINANCIAL DECISIONS1+ years Service code 13 · EIN 68-0236865 | Contract Administrator | $15,256 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,648 | $75,828-67.5% | $147,617-83.3% | $59,632-58.7% |
| Participation rate | 98.9% | 71.6%+27.3pp | 84.6%+14.3pp | 68.7%+30.2pp |
| Annual return | -2.38% | 0.37%-2.8pp | 61.98%-64.4pp | 2041.32%-2043.7pp |
| Employer contribution / active EE | $1,687 | $3,485-51.6% | $5,565-69.7% | $2,203-23.4% |
| Participant deferral / active EE | $1,475 | $3,130-52.9% | $4,895-69.9% | $3,192-53.8% |
| Admin fee / account holder | $312 | $5,985-94.8% | $11,611-97.3% | $4,297-92.7% |