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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 241 SOUTH BROADWAY ST., SUITE 201 · ORCUTT, CA 93455 | Accounting | $50,000 |
PACIFIC BENEFIT SERVICES1 year Filed as: PACIFIC BENEFIT SERVICES, INC. Service code 16 · EIN 95-4746986 14011 VENTURA BLVD., SUITE 222 · SHERMAN OAKS, CA 91423 | Consulting | $34,483 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,405 | $72,273-87.0% | $101,275-90.7% | $79,856-88.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 8.07% | 22.30%-14.2pp | 46.48%-38.4pp | 31.71%-23.6pp |
| Employer contribution / active EE | $2,818 | $2,691+4.7% | $3,660-23.0% | $2,471+14.0% |
| Participant deferral / active EE | $2,350 | $3,282-28.4% | $4,371-46.2% | $3,741-37.2% |
| Admin fee / account holder | $509 | $4,401-88.4% | $5,948-91.4% | $5,306-90.4% |