Filed April 14, 2006
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 |
|---|---|---|
BENEFIT RESOURCES, INC.1+ years Service code 15 · EIN 68-0198481 1545 RIVER PARK DRIVE, SUITE 325 · SACRAMENTO, CA 95815 | Recordkeeping | $17,291 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 15 · EIN 36-6071399 2000ALAMEDA DE LAS PULGAS, SUITE161 · SAN MATEO, CA 94403 | Recordkeeping | $8,930 |
PROPP CHRISTENSEN CANIGILIA1+ years Filed as: PROPP CHRISTENSEN CANIGLIA Service code 10 · EIN 26-2363334 9261 SIERRA COLLEGE BOULEVARD · ROSEVILLE, CA 95661 | Accounting | $8,600 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 1111 BROADWAY, 22ND FLOOR · OAKLAND, CA 94607 | Insurance Broker | $0 |
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 | $78,771 | $70,002+12.5% | $115,038-31.5% | $52,331+50.5% |
| Participation rate | 77.1% | 72.1%+5.0pp | 81.4%-4.3pp | 68.1%+9.0pp |
| Annual return | -0.18% | 4.04%-4.2pp | 26.14%-26.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $3,294 | $2,715+21.3% | $4,608-28.5% | $1,882+75.0% |
| Participant deferral / active EE | $4,635 | $4,920-5.8% | $6,026-23.1% | $3,022+53.4% |
| Admin fee / account holder | $37 | $566-93.5% | $8,175-99.5% | $592-93.8% |