Filed April 27, 2021
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| Provider | Service type | Compensation |
|---|---|---|
KWB WEALTH4+ years Filed as: KWB WEALTH MANAGERS Service code 26 · EIN 33-0703534 1872 ORANGE TREE LANE · REDLANDS, CA 92374 | Advisory (Participants) | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -9.67% | -2.51%-7.2pp | -102.04%+92.4pp | -0.69%-9.0pp |
| Employer contribution / active EE | $2,675 | $11,346-76.4% | $36,232-92.6% | $16,786-84.1% |
| Participant deferral / active EE | $0 | $324-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |