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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 77-0573994 3150 ALMADEN EXPRESSWAY · SAN JOSE, CA 95118 | Accounting | $17,756 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS Service code 12 PO BOX 385017 · BIRMINGHAM, AL 352385017 | Consulting (general); Participant loa... | $8,274 |
Service code 12 1320 HARBOR BAY PKWY · ALAMEDA, CA 94502 | Consulting (pension); Recordkeeping f... | $3,150 |
SECURIAN FINANCIAL SERVICES INC7+ years Filed as: SECURIAN FINANCIAL SERVICES Service code 22 400 ROBERT ST NORTH · ST. PAUL, MN 551012037 | Insurance Broker | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,087 | $50,199+15.7% | $69,884-16.9% | $66,938-13.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -13.70% | -13.85%+0.1pp | 190.81%-204.5pp | 1.58%-15.3pp |
| Employer contribution / active EE | $3,416 | $1,864+83.3% | $2,560+33.4% | $2,545+34.2% |
| Participant deferral / active EE | $6,466 | $3,112+107.8% | $3,848+68.0% | $4,238+52.6% |
| Admin fee / account holder | $88 | $600-85.3% | $6,266-98.6% | $594-85.1% |