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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 94-3468248 1808 ASTON AVE STE 245 · CARLSBAD, CA 92008 | Investment Management | $3,615 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,831 | $52,884+347.8% | $84,753+179.4% | $55,167+329.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 12.38% | 18.03%-5.7pp | 22.78%-10.4pp | 169.23%-156.8pp |
| Employer contribution / active EE | $14,689 | $2,233+557.7% | $3,574+310.9% | $1,963+648.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $13 | $581-97.8% | $5,333-99.8% | $504-97.5% |