Filed September 29, 2017 (most recent of 2 filings on file)
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 |
|---|---|---|
NIELSEN INSURANCE GROUP INC3 years Filed as: NEILSON INSURANCE GROUP, INC. Service code 99 · EIN 77-0507280 P.O. BOX 6549 · THOUSAND OAKS, CA 91359 | Other Fees | $105,332 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 26 · EIN 36-4317381 7337 E. DOUBLETREE RANCH ROAD · SCOTTSDALE, AZ 85258 | Advisory (Participants) | $29,726 |
Filed as: HOLTHOUSE CARLIN AND VAN TRIGT L Service code 99 · EIN 11-1000111 400 W. VENTURA BLVD., SUITE 250 · CAMARILLO, CA 93010 | Other Fees | $25,000 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 7337 E. DOUBLETREE RANCH ROAD · SCOTTSDALE, AZ 85258 | Advisory (Plan) | $15,394 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO Service code 26 · EIN 71-0294708 7337 E. DOUBLETREE RANCH ROAD · SCOTTSDALE, AZ 85258 | Advisory (Participants) | $0 |
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 | $92,311 | $69,231+33.3% | $91,994+0.3% | $67,582+36.6% |
| Participation rate | 96.3% | 78.9%+17.4pp | 78.6%+17.6pp | 71.3%+25.0pp |
| Annual return | 23.92% | 32.03%-8.1pp | 69.04%-45.1pp | 378.57%-354.6pp |
| Employer contribution / active EE | $2,103 | $2,284-7.9% | $3,453-39.1% | $2,148-2.1% |
| Participant deferral / active EE | $7,237 | $5,854+23.6% | $5,924+22.2% | $3,539+104.5% |
| Admin fee / account holder | $209 | $107+94.7% | $7,744-97.3% | $142+46.9% |