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| Provider | Service type | Compensation |
|---|---|---|
LEAF & COLE, LLP1 year Service code 10 · EIN 95-2076568 2810 CAMINO DEL RIO SOUTH, STE 200 · SAN DIEGO, CA 921083820 | Accounting | $24,000 |
Filed as: TROMBINO PENSION ADMINISTRATORS, IN Service code 15 · EIN 01-0577649 45946 CORTE CARMELLO · TEMECULA, CA 92592 | Recordkeeping | $13,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,347 | $42,383-61.4% | $76,523-78.6% | $64,186-74.5% |
| Participation rate | 61.2% | 58.1%+3.0pp | 68.0%-6.8pp | 69.6%-8.4pp |
| Annual return | 28.00% | -16.54%+44.5pp | -0.27%+28.3pp | 7.63%+20.4pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,835-100.0% | $3,470-100.0% |
| Admin fee / account holder | $610 | $3,198-80.9% | $4,848-87.4% | $4,888-87.5% |