Filed August 9, 2012
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 |
|---|---|---|
RBC WEALTH MANAGEMENT1+ years Service code 27 3860 EL DORADO HILLS BLVD. · EL DORADO HILLS, CA 95762 | Advisory (Plan) | $127,345 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Direct payment from the plan; Claims ... | $43,970 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT TRUST COMPANY Service code 12 · EIN 27-4411131 | Claims processing; Custodial (securit... | $8,849 |
KSJG, LLP1+ years Filed as: KUSHNER SMITH JOANOU & GREGSON LLP Service code 10 · EIN 95-3322166 | Accounting | $7,000 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,618 | $70,002+65.2% | $115,038+0.5% | $52,331+120.9% |
| Participation rate | 96.2% | 72.1%+24.1pp | 81.4%+14.8pp | 68.1%+28.1pp |
| Annual return | -2.95% | 4.04%-7.0pp | 26.14%-29.1pp | 4.54%-7.5pp |
| Employer contribution / active EE | $1,498 | $2,715-44.8% | $4,608-67.5% | $1,882-20.4% |
| Participant deferral / active EE | $7,490 | $4,920+52.2% | $6,026+24.3% | $3,022+147.8% |
| Admin fee / account holder | $1,344 | $566+137.5% | $8,175-83.6% | $592+127.2% |