Filed September 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NEILSON INSURANCE GROUP, INC. Service code 99 · EIN 77-0507280 P.O. BOX 6549 · THOUSAND OAKS, CA 91359 | Other Fees | $69,881 |
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 7337 E. DOUBLETREE RANCH ROAD · SCOTTSDALE, AZ 85258 | Advisory (Participants) | $27,116 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 26 · EIN 36-4317381 7337 E. DOUBLETREE RANCH ROAD · SCOTTSDALE, AZ 85258 | Advisory (Participants) | $13,943 |
THE RYDING COMPANY3+ years Service code 99 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Other Fees | $9,500 |
Service code 99 | Other Fees | $6,459 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $80,505 | $65,592+22.7% | $90,161-10.7% | $69,631+15.6% |
| Participation rate | 94.0% | 77.6%+16.4pp | 76.9%+17.1pp | 70.7%+23.3pp |
| Annual return | 18.74% | 57.10%-38.4pp | 34.89%-16.1pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $1,871 | $2,193-14.7% | $3,318-43.6% | $2,032-7.9% |
| Participant deferral / active EE | $5,860 | $5,257+11.5% | $5,287+10.8% | $3,224+81.8% |
| Admin fee / account holder | $164 | $86+91.8% | $5,943-97.2% | $110+48.8% |