Filed June 7, 2013
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 |
|---|---|---|
PASADENA PRIVATE WEALTH LLC2 years Service code 27 2 N LAKE AVE STE 520 · PASADENA, CA 91101 | Advisory (Plan) | $110,283 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $96,959 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,975 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 13 2225 W WHISPERING WIND DR STE 201 · PHOENIX, AZ 85085 | Contract Administrator | $46,618 |
TRUCKER HUSS4 years Service code 29 ONE EMBARCADERO CENTER 12TH FLOOR · SAN FRANCISCO, CA 941113628 | Legal | $27,970 |
FARBER HASS HURLEY LLP7+ years Service code 10 9301 OAKDALE AVE STE 230 · CHATSWORTH, CA 91311 | Accounting | $27,582 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,881 | $120,450-64.4% | $159,474-73.1% | $93,010-53.9% |
| Participation rate | 92.1% | 78.0%+14.1pp | 82.8%+9.3pp | 73.9%+18.2pp |
| Annual return | 12.76% | 27.11%-14.4pp | 263.68%-250.9pp | 158.70%-145.9pp |
| Employer contribution / active EE | $734 | $3,526-79.2% | $4,831-84.8% | $2,705-72.9% |
| Participant deferral / active EE | $4,126 | $7,283-43.3% | $7,353-43.9% | $4,561-9.5% |
| Admin fee / account holder | $197 | $137+44.0% | $10,802-98.2% | $152+29.8% |