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| Provider | Service type | Compensation |
|---|---|---|
JACKSON SQUARE PARTNERS1+ years Filed as: JACKSON & COMPANY Service code 10 1265 CORONA POINT COURT, SUITE 301 · CORONA, CA 92879 | Accounting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,108 | $45,438-62.3% | $80,004-78.6% | $59,633-71.3% |
| Participation rate | 31.3% | 63.7%-32.5pp | 73.0%-41.8pp | 68.7%-37.4pp |
| Annual return | -8.45% | 5.10%-13.6pp | 7.63%-16.1pp | 2041.45%-2049.9pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $2,473-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,231-100.0% | $3,204-100.0% | $3,192-100.0% |
| Admin fee / account holder | $490 | $3,464-85.9% | $5,033-90.3% | $4,297-88.6% |