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 MANAGEMENT3+ years Service code 27 3860 EL DORADO HILLS BLVD. · EL DORADO HILLS, CA 95762 | Advisory (Plan) | $117,251 |
NEWPORT GROUP, INC.2 years Service code 12 · EIN 27-2037969 | Participant loan processing; Claims p... | $42,284 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Trustee (bank, trust company, or simi... | $11,020 |
KSJG, LLP3+ years Filed as: KUSHNER SMITH JOANOU & GREGSON LLP Service code 10 · EIN 95-3322166 | Accounting | $7,500 |
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 | $145,592 | $85,766+69.8% | $136,298+6.8% | $70,126+107.6% |
| Participation rate | 94.6% | 74.2%+20.4pp | 81.9%+12.6pp | 69.5%+25.0pp |
| Annual return | 6.24% | 31.46%-25.2pp | 5156.27%-5150.0pp | 73.15%-66.9pp |
| Employer contribution / active EE | $1,620 | $2,966-45.4% | $4,696-65.5% | $2,343-30.8% |
| Participant deferral / active EE | $8,101 | $5,051+60.4% | $6,247+29.7% | $3,332+143.1% |
| Admin fee / account holder | $1,299 | $5,421-76.0% | $9,244-85.9% | $4,645-72.0% |