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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB Service code 27 · EIN 94-1737782 | Advisory (Plan) | $50,644 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $44,060 |
TD AMERITRADE, INC.5+ years Filed as: TD AMERITRADE Service code 27 · EIN 06-0988655 | Advisory (Plan) | $39,106 |
Filed as: NORTHWESTERN MUTUAL Service code 27 · EIN 39-0509570 | Advisory (Plan) | $31,125 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 94-1347393 | Advisory (Plan) | $29,446 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,125 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 | Advisory (Plan) | $23,491 |
Filed as: FIDELITY INVESTMENTS Service code 27 · EIN 04-2882358 | Advisory (Plan) | $20,859 |
Filed as: AMERIPRISE FINANCIAL Service code 27 · EIN 41-0973005 | Advisory (Plan) | $10,688 |
PACIFIC WEALTH MANAGEMENT5+ years Service code 27 12544 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Advisory (Plan) | $7,091 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,091 | $62,941+310.1% | $172,757+49.4% | $67,584+281.9% |
| Participation rate | 64.5% | 64.5%0pp | 82.6%-18.2pp | 71.3%-6.8pp |
| Annual return | 23.31% | 30.36%-7.0pp | 803.06%-779.7pp | 378.59%-355.3pp |
| Employer contribution / active EE | $9,658 | $1,636+490.2% | $5,144+87.7% | $2,148+349.7% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,540-100.0% |
| Admin fee / account holder | $1,048 | $167+528.5% | $13,956-92.5% | $142+636.2% |