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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 94-3468248 1808 ASTON AVE STE 245 · CARLSBAD, CA 92008 | Investment Management | $8,727 |
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 | $250,041 | $50,464+395.5% | $75,784+229.9% | $52,331+377.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 18.89% | 1.03%+17.9pp | 9.68%+9.2pp | 4.54%+14.4pp |
| Employer contribution / active EE | $13,602 | $1,988+584.1% | $3,323+309.3% | $1,882+622.9% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $36 | $1,103-96.7% | $5,300-99.3% | $592-93.9% |