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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 CORPORATE PLAZA DR · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $17,596 |
KB ACTUARIAL, INC.4+ years Service code 13 | Contract Administrator | $6,384 |
KB ACTUARIAL, INC.4+ years Filed as: KB ACTUARIAL, INC Service code 13 PO BOX 9626 · REDLANDS, CA 92375 | Contract Administrator | $2,360 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $1,756 |
Filed as: GREAT WEST LIFE & ANNUITY INSUANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,550 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,116 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,071 | $44,221-0.3% | $121,220-63.6% | $56,289-21.7% |
| Participation rate | 58.3% | 61.1%-2.8pp | 71.8%-13.5pp | 69.9%-11.6pp |
| Annual return | -8.32% | -3.58%-4.7pp | 16.94%-25.3pp | -9.96%+1.6pp |
| Employer contribution / active EE | $515 | $1,480-65.2% | $4,023-87.2% | $2,111-75.6% |
| Participant deferral / active EE | $1,485 | $2,521-41.1% | $3,345-55.6% | $3,350-55.7% |
| Admin fee / account holder | $15 | $480-96.9% | $5,021-99.7% | $521-97.2% |