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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 94-3468248 1808 ASTON AVE STE 245 · CARLSBAD, CA 92008 | Investment Management | $3,226 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,881 | $58,726+318.7% | $92,240+166.6% | $62,293+294.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.00% | 43.62%-27.6pp | 176.29%-160.3pp | 28.90%-12.9pp |
| Employer contribution / active EE | $10,386 | $2,392+334.2% | $3,680+182.3% | $2,042+408.6% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $10 | $556-98.1% | $5,194-99.8% | $479-97.8% |