Filed July 8, 2010 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC2+ years Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 840889311 | Recordkeeping | $40,306 |
LOCKTON INVESTMENT ADVISORS, LLC2+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 22 PO BOX 219153 · KANSAS CITY, MO 641219153 | Insurance Broker | $28,003 |
MILLER KAPLAN ARASE LLP1 year Service code 22 LANKERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Insurance Broker | $11,000 |
NATIONAL BENEFIT SERVICES, LLC2+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 | Recordkeeping | $5,967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,045 | $35,600-71.8% | $87,502-88.5% | $63,975-84.3% |
| Participation rate | 23.3% | 56.1%-32.8pp | 73.8%-50.5pp | 71.1%-47.8pp |
| Annual return | 6.97% | 17.86%-10.9pp | 12.21%-5.2pp | 48.65%-41.7pp |
| Employer contribution / active EE | $0 | $854-100.0% | $2,550-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $247 | $1,660-85.1% | $3,149-92.2% | $3,356-92.6% |
| Admin fee / account holder | $1 | $51-97.8% | $4,221-100.0% | $70-98.4% |