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| Provider | Service type | Compensation |
|---|---|---|
LEAF & COLE, LLP2 years Service code 10 · EIN 95-2076568 2810 CAMINO DEL RIO SOUTH, STE 200 · SAN DIEGO, CA 921083820 | Accounting | $7,000 |
Filed as: TROMBINO PENSION ADMINISTRATORS, IN Service code 15 · EIN 01-0577649 45946 CORTE CARMELLO · TEMECULA, CA 92592 | Recordkeeping | $6,345 |
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.
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 | $7,352 | $48,053-84.7% | $84,628-91.3% | $72,975-89.9% |
| Participation rate | 95.7% | 57.6%+38.1pp | 68.2%+27.4pp | 69.5%+26.2pp |
| Annual return | -25.01% | 37.39%-62.4pp | 258.80%-283.8pp | 81.01%-106.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $135 | $3,395-96.0% | $4,914-97.3% | $5,124-97.4% |