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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 200 N. SEPULVEDA BLVD SUITE 1300 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $99,134 |
CONRAD SIEGEL4 years Service code 14 · EIN 23-1669823 | Plan Administrator | $17,102 |
Filed as: KRONICK, KALADA, BERDY Service code 10 · EIN 23-2667890 | Accounting | $10,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,294 | $77,677-12.1% | $109,173-37.4% | $79,391-14.0% |
| Participation rate | 91.6% | 67.8%+23.8pp | 75.9%+15.7pp | 70.7%+20.9pp |
| Annual return | 36.03% | 23.44%+12.6pp | 25.75%+10.3pp | 116.88%-80.9pp |
| Employer contribution / active EE | $5,931 | $2,798+112.0% | $3,723+59.3% | $2,428+144.3% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $448 | $732-38.8% | $6,755-93.4% | $627-28.4% |