Filed April 4, 2006
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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: INDEPENDENT FINANACIAL PARTNERS FBO Service code 27 · EIN 59-3331424 | Advisory (Plan) | $44,004 |
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT FORD YOUNG CO. CPAS AND CONS Service code 10 · EIN 95-3288054 | Accounting | $13,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,242 |
DAVID ROMANO1 year Filed as: DAVID FRATTONE Service code 56 HUNSAKER ASSOCIATES IRVINE, INC. · IRVINE, CA 92618 | Non-monetary compensation | $0 |
DOUG JOHNSTON1 year Filed as: DOUG STALEY Service code 56 HUNSAKER ASSOCIATES IRVINE, INC. · IRVINE, CA 92618 | Non-monetary compensation | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,794 | $75,183+108.5% | $123,892+26.6% | $55,167+184.2% |
| Participation rate | 99.5% | 72.8%+26.7pp | 81.4%+18.1pp | 69.0%+30.5pp |
| Annual return | 7.68% | 19.01%-11.3pp | 47.52%-39.8pp | 169.23%-161.5pp |
| Employer contribution / active EE | $2,280 | $2,823-19.3% | $4,617-50.6% | $1,963+16.2% |
| Participant deferral / active EE | $8,235 | $5,084+62.0% | $5,984+37.6% | $3,054+169.6% |
| Admin fee / account holder | $273 | $663-58.8% | $8,357-96.7% | $504-45.8% |