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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 2301 ROSECRANS AVE, #5100 · EL SEGUNDO, CA 90245 | Other Commissions | $35,856 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $85,871 | $57,541+49.2% | $95,759-10.3% | $75,177+14.2% |
| Participation rate | 91.7% | 62.5%+29.2pp | 72.3%+19.4pp | 67.2%+24.5pp |
| Annual return | 17.44% | 34.93%-17.5pp | 28.42%-11.0pp | 160.75%-143.3pp |
| Employer contribution / active EE | $1,775 | $1,808-1.8% | $2,836-37.4% | $2,671-33.5% |
| Participant deferral / active EE | $4,393 | $3,074+42.9% | $4,244+3.5% | $4,126+6.5% |
| Admin fee / account holder | $22 | $4,099-99.5% | $5,678-99.6% | $5,651-99.6% |