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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 203 N BREA BLVD STE 203 · BREA, CA 92821 | Accounting | $11,475 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,691 |
REILLY, PENNER & BENTON LLP2 years Filed as: REILLY FINANCIAL ADVISORS INC Service code 27 7777 ALVARADO RD STE 116 · LA MESA, CA 91942 | Advisory (Plan) | $8,628 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $3,875 | $29,369-86.8% | $77,513-95.0% | $73,412-94.7% |
| Participation rate | 87.8% | 37.9%+49.8pp | 54.2%+33.6pp | 72.2%+15.6pp |
| Annual return | 10.16% | 358.15%-348.0pp | 54.81%-44.6pp | 59.30%-49.1pp |
| Employer contribution / active EE | $0 | $406-100.0% | $987-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $873 | $941-7.3% | $1,861-53.1% | $3,806-77.1% |
| Admin fee / account holder | $101 | $123-17.9% | $2,859-96.5% | $158-36.2% |