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| Provider | Service type | Compensation |
|---|---|---|
BOWERS & COMPANY CPAS PLLC1+ years Filed as: BOWERS O'CONNOR & BONOVICH, LLP Service code 10 2125 OAK GROVE RD UNIT 125 · WALNUT CREEK, CA 94598 | Accounting | $8,250 |
ATTEBERRY/SEARLE, INC.1+ years Filed as: ATTEBERRY/SEARLE INCORPORATED Service code 13 1010 HURLEY WAY STE 205 · SACRAMENTO, CA 958253218 | Contract Administrator | $6,080 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,854 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $2,969 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $551 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $367 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,594 | $39,245-75.6% | $64,105-85.0% | $52,331-81.7% |
| Participation rate | 28.7% | 58.2%-29.5pp | 68.2%-39.5pp | 68.1%-39.4pp |
| Annual return | -10.04% | 14.79%-24.8pp | 791.24%-801.3pp | 4.54%-14.6pp |
| Employer contribution / active EE | $203 | $736-72.4% | $1,820-88.9% | $1,882-89.2% |
| Participant deferral / active EE | $1,030 | $1,992-48.3% | $2,822-63.5% | $3,022-65.9% |
| Admin fee / account holder | $230 | $592-61.1% | $4,499-94.9% | $592-61.0% |