Filed July 11, 2018 (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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $26,107 |
Filed as: QUINTES ADMINISTRATIVE AND INSURANC Service code 99 · EIN 20-4319325 | Other Fees | $17,010 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 99 · EIN 13-2638166 | Other Fees | $12,489 |
FRANK RIMERMAN & CO LLP1 year Filed as: FRANK, RIMERMAN & CO. LLP Service code 10 P.O. BOX 39290 · LOS ANGELES, CA 90039 | Accounting | $5,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,251 | $107,440-49.5% | $105,738-48.7% | $55,725-2.6% |
| Participation rate | 49.2% | 55.5%-6.3pp | 76.3%-27.1pp | 70.9%-21.6pp |
| Annual return | 12.48% | -0.59%+13.1pp | 6.27%+6.2pp | 244.93%-232.5pp |
| Employer contribution / active EE | $791 | $1,448-45.4% | $3,268-75.8% | $2,078-61.9% |
| Participant deferral / active EE | $1,512 | $2,171-30.3% | $4,080-62.9% | $3,356-54.9% |
| Admin fee / account holder | $88 | $283-68.8% | $6,913-98.7% | $115-23.3% |