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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Claims processing; Custodial (other t... | $24,136 |
PASADENA PRIVATE WEALTH LLC5 years Filed as: PASADENA PRIVATE WELATH, LLC Service code 27 · EIN 82-4823358 2 NORTH LAKE AVENUE · PASADENA, CA 91101 | Advisory (Plan) | $23,676 |
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.
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 | $31,218 | $62,409-50.0% | $120,574-74.1% | $74,459-58.1% |
| Participation rate | 52.8% | 56.8%-3.9pp | 71.9%-19.1pp | 67.2%-14.4pp |
| Annual return | 10.74% | 18.62%-7.9pp | 107.42%-96.7pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $1,094 | $1,847-40.8% | $3,471-68.5% | $2,626-58.4% |
| Participant deferral / active EE | $1,597 | $2,888-44.7% | $4,996-68.0% | $4,350-63.3% |
| Admin fee / account holder | $234 | $2,394-90.2% | $9,445-97.5% | $1,945-88.0% |