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| Provider | Service type | Compensation |
|---|---|---|
BUTTERFIELD SCHECHTER LLP1+ years Service code 29 10021 WILLOW CREEK RD #200 · SAN DIEGO, CA 92131 | Legal | $6,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,598 | $75,183-87.2% | $123,894-92.3% | $55,167-82.6% |
| Participation rate | 46.6% | 72.8%-26.2pp | 81.4%-34.8pp | 69.0%-22.4pp |
| Annual return | -5.10% | 19.01%-24.1pp | 47.52%-52.6pp | 169.23%-174.3pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $71 | $663-89.3% | $8,357-99.1% | $504-85.9% |