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| Provider | Service type | Compensation |
|---|---|---|
JANEAN LUCIA1 year Service code 49 | Other Services | $14,977 |
DEAM DISTRIBUTORS, INC.1 year Filed as: DEAM TRUST COMPANY Service code 21 | Bank Trustee | $1,750 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $720 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1 year Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
JANEAN LUCIA1 year Filed as: JANEAN,LUCIA Service code 49 13520 EVENING CREEK DRIVE NORTH · SAN DIEGO, CA 92128 | Other Services | $0 |
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 | $41,683 | $52,467-20.6% | $57,196-27.1% | $55,167-24.4% |
| Participation rate | 81.1% | 75.8%+5.3pp | 75.3%+5.8pp | 69.0%+12.1pp |
| Annual return | 6.43% | 7.72%-1.3pp | 14.59%-8.2pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,845 | $2,477-25.5% | $2,683-31.2% | $1,963-6.0% |
| Participant deferral / active EE | $3,610 | $2,830+27.6% | $3,096+16.6% | $3,054+18.2% |
| Admin fee / account holder | $4 | $269-98.4% | $3,141-99.9% | $504-99.2% |