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| Provider | Service type | Compensation |
|---|---|---|
PASADENA PRIVATE WEALTH LLC6 years Filed as: PASADENA PRIVATE WELATH, LLC Service code 27 · EIN 82-4823358 2 NORTH LAKE AVENUE · PASADENA, CA 91101 | Advisory (Plan) | $31,088 |
Service code 12 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Claims processing; Recordkeeping and ... | $27,262 |
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 | $32,239 | $65,122-50.5% | $135,792-76.3% | $64,097-49.7% |
| Participation rate | 82.4% | 47.1%+35.3pp | 72.6%+9.8pp | 55.2%+27.2pp |
| Annual return | 17.10% | 14.53%+2.6pp | 25.96%-8.9pp | 34.64%-17.5pp |
| Employer contribution / active EE | $1,358 | $1,280+6.0% | $3,496-61.2% | $1,891-28.2% |
| Participant deferral / active EE | $2,088 | $2,219-5.9% | $4,759-56.1% | $3,080-32.2% |
| Admin fee / account holder | $212 | $3,120-93.2% | $12,266-98.3% | $3,454-93.9% |