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| Provider | Service type | Compensation |
|---|---|---|
PENSION DYNAMICS COMPANY LLC1+ years Service code 15 · EIN 94-2692944 2300 CONTRA COSTA BLVD., 400 · PLEASAN HILL, CA 94523 | Recordkeeping | $40,512 |
PENSION DYNAMICS SECURITIES CORP1+ years Service code 33 · EIN 68-0440732 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Securities brokerage | $0 |
WELLS FARGO BANK, N.A.1+ years Service code 19 · EIN 94-1347393 1525 WEST WT HARRIS BLVD., 3C5 · CHARLOTTE, NC 28288 | Securities Custodian | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,428 | $62,561+90.9% | $105,218+13.5% | $52,331+128.2% |
| Participation rate | 98.7% | 70.4%+28.4pp | 77.2%+21.5pp | 68.1%+30.6pp |
| Annual return | -3.38% | 8.71%-12.1pp | 5.33%-8.7pp | 4.54%-7.9pp |
| Employer contribution / active EE | $3,965 | $2,137+85.5% | $3,255+21.8% | $1,882+110.7% |
| Participant deferral / active EE | $4,862 | $3,355+44.9% | $4,867-0.1% | $3,022+60.9% |
| Admin fee / account holder | $223 | $198+12.2% | $6,992-96.8% | $592-62.4% |