Filed April 4, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENSION DYNAMICS COMPANY LLC4+ years Service code 15 · EIN 94-2692944 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Recordkeeping | $25,720 |
PENSION DYNAMICS SECURITIES CORP4+ years Filed as: PENSION DYNAMICS SECURITIES CORP. Service code 33 · EIN 68-0440732 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Securities brokerage | $0 |
WELLS FARGO BANK, N.A.4+ years Service code 19 · EIN 94-1347393 1525 WEST WT HARRIS BLVD. · CHARLOTTE, NC 28288 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,198 | $55,790-11.8% | $76,657-35.8% | $67,579-27.2% |
| Participation rate | 95.6% | 71.1%+24.5pp | 72.1%+23.5pp | 71.3%+24.3pp |
| Annual return | 5.65% | 64.45%-58.8pp | 1166.74%-1161.1pp | 378.56%-372.9pp |
| Employer contribution / active EE | $1,228 | $1,810-32.2% | $2,303-46.7% | $2,148-42.8% |
| Participant deferral / active EE | $3,301 | $2,875+14.8% | $3,335-1.0% | $3,539-6.7% |
| Admin fee / account holder | $67 | $159-57.7% | $6,423-99.0% | $142-52.7% |