Filed October 23, 1992 (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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $128,529 |
Filed as: ANGELES INVESTMENT ADVISORS LL Service code 28 · EIN 95-4839031 | Investment Management | $63,750 |
FIRST REPUBLIC INVESTMENT MANA7+ years Service code 26 · EIN 22-3623353 | Advisory (Participants) | $30,197 |
Filed as: POLARIS WEALTH ADVISORY GROUP Service code 26 · EIN 45-2613011 | Advisory (Participants) | $27,454 |
AT INVESTMENT ADVISERS INC4 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $25,442 |
ACCUITY LLP7+ years Service code 10 · EIN 20-5325889 | Accounting | $24,607 |
CARLSMITH BALL LLP3 years Service code 29 · EIN 99-0035220 | Legal | $24,210 |
ARNERICH MASSENA2 years Filed as: ARMERICH MASSENA & ASSOCIATES, INC Service code 28 · EIN 93-1119724 | Investment Management | $23,075 |
Service code 26 · EIN 56-2326959 | Advisory (Participants) | $23,023 |
THE RICE PARTNERSHIP LLC3 years Service code 26 · EIN 81-0671115 | Advisory (Participants) | $13,686 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $217,430-100.0% | $185,854-100.0% | $167,560-100.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 81.7%-81.7pp | 82.1%-82.1pp |
| Annual return | -95.44% | 148.44%-243.9pp | 122.12%-217.6pp | 478.94%-574.4pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $19,821-100.0% | $16,246-100.0% | $12,317-100.0% |