Filed July 18, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $906,599 |
PERKINS COIE, LLP1 year Filed as: PERKINS COIE LLP Service code 29 · EIN 91-0591206 | Legal | $91,885 |
Service code 16 2040 MAIN STREET · IRVINE, CA 92614 | Consulting | $36,685 |
MOSS ADAMS LLP4 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $25,750 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,986 | $41,850-49.9% | $96,583-78.3% | $101,555-79.3% |
| Participation rate | 98.8% | 58.3%+40.5pp | 69.8%+29.0pp | 74.5%+24.2pp |
| Annual return | 10.91% | 16.51%-5.6pp | 37.79%-26.9pp | 21.00%-10.1pp |
| Employer contribution / active EE | $926 | $929-0.3% | $2,357-60.7% | $2,972-68.9% |
| Participant deferral / active EE | $2,726 | $1,934+40.9% | $3,850-29.2% | $4,874-44.1% |
| Admin fee / account holder | $67 | $73-8.3% | $6,184-98.9% | $139-52.2% |