Filed November 30, 2012
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 |
|---|---|---|
AMBROSE ESOP ADVISORS, LLC1+ years Filed as: AMBROSE ESOP ADVISORS LLC Service code 10 · EIN 75-2988337 | Accounting | $9,580 |
NICHOLAS L. SAAKVITNE1+ years Filed as: NICHOLAS L. SAAKVITNE, A LAW CORP Service code 20 · EIN 95-4096489 | Trustee (individual); Trustee (directed) | $5,000 |
WRIGHT FORD YOUNG & CO1+ years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 16140 SAND CANYON AVENUE · IRVINE, CA 92618 | Accounting | $4,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,254 | $58,828+199.6% | $78,002+126.0% | $62,881+180.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 37.77% | 17.16%+20.6pp | 425.99%-388.2pp | 20.14%+17.6pp |
| Employer contribution / active EE | $3,174 | $1,672+89.9% | $2,470+28.5% | $2,281+39.2% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $147 | $4,393-96.6% | $5,481-97.3% | $4,296-96.6% |