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| Provider | Service type | Compensation |
|---|---|---|
LEAF & COLE, LLP5 years Service code 10 · EIN 95-2076568 2810 CAMINO DEL RIO SOUTH, STE 200 · SAN DIEGO, CA 921083820 | Accounting | $7,500 |
Filed as: TROMBINO PENSION ADMINISTRATORS, IN Service code 15 · EIN 01-0577649 45946 CORTE CARMELLO · TEMECULA, CA 92592 | Recordkeeping | $6,295 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,903 | $45,872-80.6% | $77,096-88.5% | $68,486-87.0% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -23.31% | 1.73%-25.0pp | 42.35%-65.7pp | -7.85%-15.5pp |
| Employer contribution / active EE | $120 | $1,650-92.7% | $2,814-95.7% | $2,597-95.4% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,429-100.0% | $4,028-100.0% |
| Admin fee / account holder | $113 | $3,041-96.3% | $5,428-97.9% | $5,404-97.9% |