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| Provider | Service type | Compensation |
|---|---|---|
KPLANS, INC.2 years Filed as: KPLANS Service code 27 27240 TURNBERRY LANE SUITE 200 · VALENCIA, CA 91355 | Advisory (Plan) | $36,459 |
Filed as: KRAVITZ, LLC Service code 11 · EIN 82-3719843 | Actuarial | $19,308 |
Filed as: HOLTHOUSE CARLIN & VAN TRIGT Service code 10 · EIN 95-4345526 | Accounting | $8,805 |
CHARLES SCHWAB & CO., INC.4+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $5,522 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -3.55% | -2.48%-1.1pp | -102.04%+98.5pp | 0.19%-3.7pp |
| Employer contribution / active EE | $1,026 | $7,648-86.6% | $36,232-97.2% | $13,763-92.5% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |