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| Provider | Service type | Compensation |
|---|---|---|
LEAF & COLE, LLP3 years Service code 10 · EIN 95-2076568 2810 CAMINO DEL RIO SOUTH, STE 200 · SAN DIEGO, CA 921083820 | Accounting | $7,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,563 | $52,279-77.9% | $89,391-87.1% | $79,858-85.5% |
| Participation rate | 84.1% | 57.5%+26.6pp | 68.0%+16.1pp | 69.6%+14.5pp |
| Annual return | 57.28% | 22.16%+35.1pp | 245.62%-188.3pp | 31.71%+25.6pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $124 | $3,356-96.3% | $4,881-97.5% | $5,306-97.7% |