Filed January 11, 1
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $50,015 |
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $39,174 |
LLBH PRIVATE WEALTH MANAGEMENT1+ years Service code 27 33 RIVERSIDE AVENUE · WESTPORT, CT 06880 | Advisory (Plan) | $16,371 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J.P. MORGAN CHASE Service code 27 2029 CENTURY PARK EAST, STE 3700 · LOS ANGELES, CA 90067 | Advisory (Plan) | $16,229 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $11,987 |
Filed as: MERRILL LYNCH Service code 27 2049 CENTURY PARK EAST · LOS ANGELES, CA 90067 | Advisory (Plan) | $9,351 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: CITY NATIONAL BANK Service code 27 555 S. FLOWER STREET · LOS ANGELES, CA 90067 | Advisory (Plan) | $7,282 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST RETIREMENT Service code 18 · EIN 51-0099033 | Account maintenance fees; Trustee (di... | $4,077 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,059 | $47,078+48.8% | $100,671-30.4% | $55,191+26.9% |
| Participation rate | 47.5% | 58.0%-10.5pp | 70.7%-23.2pp | 69.2%-21.7pp |
| Annual return | 2.74% | 0.65%+2.1pp | 20.43%-17.7pp | 10.78%-8.0pp |
| Employer contribution / active EE | $693 | $1,065-34.9% | $4,012-82.7% | $1,899-63.5% |
| Participant deferral / active EE | $3,403 | $2,038+67.0% | $3,144+8.3% | $3,046+11.7% |
| Admin fee / account holder | $347 | $153+126.5% | $4,850-92.8% | $91+282.3% |