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| Provider | Service type | Compensation |
|---|---|---|
LEAF & COLE, LLP7 years Service code 10 · EIN 95-2076568 2810 CAMINO DEL RIO SOUTH, STE 200 · SAN DIEGO, CA 921083820 | Accounting | $8,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,060 | $57,073-59.6% | $85,126-72.9% | $80,925-71.5% |
| Participation rate | 93.2% | 56.4%+36.8pp | 67.5%+25.7pp | 67.7%+25.6pp |
| Annual return | 49.29% | 21.69%+27.6pp | 66.63%-17.3pp | 35.65%+13.6pp |
| Employer contribution / active EE | $270 | $1,801-85.0% | $2,731-90.1% | $2,756-90.2% |
| Participant deferral / active EE | $0 | $3,113-100.0% | $4,523-100.0% | $4,299-100.0% |
| Admin fee / account holder | $157 | $4,988-96.9% | $6,160-97.5% | $6,940-97.7% |