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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 70 S LAKE AVE STE 700 · PASADENA, CA 91101 | Advisory (Participants) | $6,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,073 | $43,504-79.1% | $68,612-86.8% | $56,287-83.9% |
| Participation rate | 66.7% | 67.8%-1.2pp | 72.2%-5.6pp | 69.9%-3.2pp |
| Annual return | 5.20% | -3.15%+8.3pp | -4.63%+9.8pp | -9.96%+15.2pp |
| Employer contribution / active EE | $939 | $1,525-38.4% | $2,625-64.2% | $2,111-55.5% |
| Participant deferral / active EE | $1,468 | $2,509-41.5% | $3,311-55.7% | $3,350-56.2% |
| Admin fee / account holder | $79 | $515-84.7% | $5,131-98.5% | $521-84.9% |