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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 94-3468248 1808 ASTON AVE STE 245 · CARLSBAD, CA 92008 | Investment Management | $6,118 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,438 | $56,443+262.2% | $83,831+143.9% | $55,725+266.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 8.19% | 393.67%-385.5pp | 850.99%-842.8pp | 244.93%-236.7pp |
| Employer contribution / active EE | $9,407 | $2,682+250.8% | $3,631+159.1% | $2,078+352.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $16 | $156-89.9% | $5,479-99.7% | $115-86.3% |