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.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC3+ years Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 840889311 | Recordkeeping | $81,467 |
MILLER KAPLAN ARASE LLP2 years Service code 22 4123 LANKERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Insurance Broker | $11,400 |
NATIONAL BENEFIT SERVICES, LLC3+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 | Recordkeeping | $6,339 |
Filed as: LOCTON FINANCIAL ADVISORS LLC Service code 22 PO BOX 999255 · KANSAS CITY, MO 64121 | Insurance Broker | $0 |
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.
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 | $17,136 | $37,245-54.0% | $94,993-82.0% | $77,958-78.0% |
| Participation rate | 18.3% | 56.5%-38.1pp | 73.9%-55.6pp | 71.6%-53.3pp |
| Annual return | 14.96% | 22.72%-7.8pp | 27.14%-12.2pp | 20.87%-5.9pp |
| Employer contribution / active EE | $0 | $894-100.0% | $2,603-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $270 | $1,828-85.2% | $3,317-91.9% | $3,537-92.4% |
| Admin fee / account holder | $2 | $59-96.4% | $4,960-100.0% | $97-97.8% |