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 MANAGEMENT4+ years Service code 27 3860 EL DORADO HILLS BLVD. · EL DORADO HILLS, CA 95762 | Advisory (Plan) | $119,248 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Claims processing; Participant loan p... | $49,590 |
KSJG, LLP1 year Filed as: K, S, J, & G, LLP Service code 51 · EIN 95-3322166 | Investment Mgmt Fees | $7,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $142,018 | $77,817+82.5% | $123,553+14.9% | $64,173+121.3% |
| Participation rate | 98.9% | 74.7%+24.2pp | 82.3%+16.6pp | 69.6%+29.3pp |
| Annual return | -4.55% | 12.49%-17.0pp | 119.21%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,744 | $3,014-42.1% | $4,628-62.3% | $2,381-26.8% |
| Participant deferral / active EE | $8,720 | $5,240+66.4% | $6,426+35.7% | $3,470+151.3% |
| Admin fee / account holder | $1,484 | $5,519-73.1% | $9,284-84.0% | $4,887-69.6% |