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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB Service code 27 · EIN 94-1737782 | Advisory (Plan) | $54,423 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $43,572 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE Service code 27 · EIN 06-0988655 | Advisory (Plan) | $35,981 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 94-1347393 | Advisory (Plan) | $30,130 |
Filed as: FIDELITY INVESTMENTS Service code 27 · EIN 04-2882358 | Advisory (Plan) | $27,427 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 | Advisory (Plan) | $23,248 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,865 |
Filed as: NORTHWESTERN MUTUAL Service code 27 · EIN 39-0509570 | Advisory (Plan) | $14,752 |
Filed as: AMERIPRISE FINANCIAL Service code 27 · EIN 41-0973005 | Advisory (Plan) | $10,604 |
PACIFIC WEALTH MANAGEMENT6+ years Service code 27 12544 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Advisory (Plan) | $6,993 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $280,823 | $52,303+436.9% | $178,510+57.3% | $73,415+282.5% |
| Participation rate | 67.1% | 65.3%+1.8pp | 81.9%-14.8pp | 72.2%-5.1pp |
| Annual return | 15.90% | 34.76%-18.9pp | 151.13%-135.2pp | 59.30%-43.4pp |
| Employer contribution / active EE | $9,850 | $1,737+467.2% | $5,011+96.6% | $2,234+341.0% |
| Participant deferral / active EE | $0 | $2,334-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $968 | $127+660.4% | $13,988-93.1% | $158+513.3% |