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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 10150 MEANLEY DR · SAN DIEGO, CA 92131 | Advisory (Plan) | $20,845 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,755 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,537 | $65,041-36.1% | $90,965-54.3% | $79,858-48.0% |
| Participation rate | 96.2% | 61.6%+34.5pp | 69.0%+27.1pp | 69.6%+26.5pp |
| Annual return | 20.69% | 30.45%-9.8pp | 134.57%-113.9pp | 31.72%-11.0pp |
| Employer contribution / active EE | $2,347 | $1,247+88.2% | $2,122+10.6% | $2,471-5.0% |
| Participant deferral / active EE | $4,696 | $2,512+86.9% | $3,373+39.2% | $3,740+25.6% |
| Admin fee / account holder | $279 | $4,536-93.8% | $5,960-95.3% | $5,306-94.7% |