Filed September 26, 2008 (most recent of 3 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 |
|---|---|---|
PENSION DYNAMICS COMPANY LLC1+ years Service code 15 · EIN 94-2692944 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Recordkeeping | $12,937 |
PENSION DYNAMICS SECURITIES CORP1+ years Filed as: PENSION DYNAMICS SECURITIES CORP. Service code 33 · EIN 68-0440732 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Securities brokerage | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 1525 WEST WT HARRIS BLVD., 3C5 · CHARLOTTE, NC 28288 | Securities Custodian | $0 |
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 | $164,484 | $72,177+127.9% | $115,037+43.0% | $59,632+175.8% |
| Participation rate | 84.1% | 72.6%+11.5pp | 81.4%+2.7pp | 68.7%+15.4pp |
| Annual return | 1.09% | 12.02%-10.9pp | 26.14%-25.1pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,793 | $4,783+42.0% | $6,026+12.7% | $3,192+112.8% |
| Admin fee / account holder | $144 | $4,927-97.1% | $8,175-98.2% | $4,297-96.7% |