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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARTHUR JOHNSON Service code 27 · EIN 54-2072884 7855 IVANHOE AVE. SUITE 210 · LA JOLLA, CA 92037 | Advisory (Plan) | $18,905 |
Service code 13 · EIN 95-2755361 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $9,424 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,356 | $55,458-84.9% | $76,030-89.0% | $77,762-89.3% |
| Participation rate | 96.5% | 63.6%+32.9pp | 69.1%+27.5pp | 70.6%+25.9pp |
| Annual return | 16.63% | 17.10%-0.5pp | 361.54%-344.9pp | 31.27%-14.6pp |
| Employer contribution / active EE | $1,061 | $1,792-40.8% | $2,688-60.5% | $2,728-61.1% |
| Participant deferral / active EE | $2,558 | $3,454-26.0% | $4,257-39.9% | $4,651-45.0% |
| Admin fee / account holder | $41 | $411-90.0% | $6,421-99.4% | $433-90.5% |