Filed June 29, 2017
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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 28 | Investment Management | $100,299 |
POLYCOMP ADMINISTRATIVE SERVICES1+ years Service code 13 · EIN 95-2889854 3000 LAVA RIDGE COURT, SUITE 130 · ROSEVILLE, CA 95661 | Contract Administrator | $15,815 |
PENSION ASSURANCE LLP1+ years Service code 10 · EIN 33-0840934 5530 CORBIN AVE., SUITE 260 · TARZANA, CA 91356 | Accounting | $7,680 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,444 | $63,905+33.7% | $74,184+15.2% | $57,658+48.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.57% | 60.60%-55.0pp | 17.74%-12.2pp | 5.13%+0.4pp |
| Employer contribution / active EE | $4,518 | $1,840+145.5% | $2,370+90.6% | $1,974+128.9% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $384 | $91+322.1% | $5,586-93.1% | $95+306.7% |