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 10 · EIN 77-0573994 3150 ALMADEN EXPRESSWAY · SAN JOSE, CA 95118 | Accounting | $14,040 |
Service code 12 1320 HARBOR BAY PKWY · ALAMEDA, CA 94502 | Recordkeeping and information managem... | $9,495 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS Service code 12 PO BOX 385017 · BIRMINGHAM, AL 352385017 | Recordkeeping and information managem... | $7,539 |
Filed as: MICHAEL A. SCHMITZ Service code 22 2 WATERS PARK DRIVE · SAN MATEO, CA 94403 | Insurance Broker | $0 |
SECURIAN FINANCIAL SERVICES INC5+ years Filed as: SECURIAN FINANCIAL SERVICES Service code 22 400 ROBERT ST NORTH · ST. PAUL, MN 551012037 | Insurance Broker | $0 |
WINTRUST INVESTMENTS LLC5+ years Filed as: WAYNE C DEUTSCHER Service code 22 3 WATERS PARK DRIVE · SAN MATEO, CA 94403 | Insurance Broker | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,777 | $54,590+33.3% | $81,716-10.9% | $73,493-1.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 9.58% | 17.74%-8.2pp | 29.49%-19.9pp | 28.51%-18.9pp |
| Employer contribution / active EE | $3,474 | $1,636+112.4% | $4,310-19.4% | $2,270+53.1% |
| Participant deferral / active EE | $5,335 | $2,759+93.4% | $7,108-24.9% | $3,740+42.7% |
| Admin fee / account holder | $114 | $592-80.7% | $5,159-97.8% | $513-77.7% |