Filed January 21, 2003
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 |
|---|---|---|
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 99 · EIN 13-4109249 17605 WRIGHT ST · OMAHA, NE 68130 | Other Fees | $75,465 |
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $58,443 |
Service code 27 · EIN 61-1758632 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $47,089 |
PEERY & ASSOCIATES, INC.4 years Filed as: PEERY & ASSOCAITES, INC. Service code 15 · EIN 94-3274051 | Recordkeeping | $38,932 |
JOHANSON & YAU1 year Filed as: JOHANSON AND YAU Service code 10 42 W CAMPBELL AVE · CAMPBELL, CA 95008 | Accounting | $22,150 |
ACTIVE GRAPHICS, IC.3 years Filed as: ACTIVE CORE Service code 99 · EIN 26-2409128 5440 W 110TH STREET · SHAWNEE MISSION, KS 66211 | Other Fees | $16,589 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,051 | $56,638-32.8% | $169,390-77.5% | $74,460-48.9% |
| Participation rate | 94.9% | 67.5%+27.4pp | 77.2%+17.7pp | 70.7%+24.2pp |
| Annual return | 13.68% | 24.75%-11.1pp | 406.07%-392.4pp | 34.38%-20.7pp |
| Employer contribution / active EE | $3,213 | $2,027+58.5% | $4,013-19.9% | $2,638+21.8% |
| Participant deferral / active EE | $4,997 | $4,223+18.3% | $6,222-19.7% | $4,530+10.3% |
| Admin fee / account holder | $292 | $307-4.7% | $9,015-96.8% | $348-16.0% |