Filed September 10, 2014
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 |
|---|---|---|
Service code 12 1320 HARBOR BAY PKWY · ALAMEDA, CA 94502 | Recordkeeping and information managem... | $23,147 |
SECURIAN FINANCIAL SERVICES INC1+ years Filed as: SECURIAN FINANCIAL SERVICES Service code 12 400 ROBERT ST NORTH · ST. PAUL, MN 551012037 | Claims processing; Recordkeeping fees... | $20,992 |
WINTRUST INVESTMENTS LLC1+ years Filed as: WAYNE C DEUTSCHER Service code 22 3 WATERS PARK DRIVE · SAN MATEO, CA 94403 | Insurance Broker | $7,456 |
AMERITAS LIFE INSURANCE CORP1+ years Service code 12 · EIN 47-0094800 5900 O STREET · LINCOLN, NE 68510 | Recordkeeping fees; Contract Administ... | $5,960 |
MICHAEL F. YATES & COMPANY, INC.1+ years Filed as: MICHAEL A SCHMITZ Service code 22 3 WATERS PARK DRIVE · SAN MATEO, CA 94403 | Insurance Broker | $1,864 |
MINNESOTA LIFE INSURANCE COMPANY1+ years Filed as: MINNESOTA MUTUAL LIFE INS COMPANY Service code 12 · EIN 41-0417830 P.O. BOX 64114 · ST. PAUL, MN 55164 | Consulting (pension); Copying and dup... | $200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,343 | $46,072+44.0% | $70,014-5.2% | $55,167+20.3% |
| Participation rate | 92.2% | 67.5%+24.8pp | 71.8%+20.4pp | 69.0%+23.2pp |
| Annual return | 10.03% | 8.68%+1.4pp | 12.99%-3.0pp | 169.23%-159.2pp |
| Employer contribution / active EE | $3,091 | $1,500+106.1% | $2,338+32.2% | $1,963+57.5% |
| Participant deferral / active EE | $4,420 | $2,344+88.6% | $2,931+50.8% | $3,054+44.7% |
| Admin fee / account holder | $149 | $428-65.2% | $4,380-96.6% | $504-70.5% |