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| Provider | Service type | Compensation |
|---|---|---|
FREDERICK GERARD ZEPEDA1 year Service code 55 4275 EXECUTIVE SQ STE 400 · LA JOLLA, CA 920379123 | Other Commissions | $15,059 |
Filed as: MICHAEL JEROME ZEPEDA JR Service code 55 4275 EXECUTIVE SQ STE 400 · LA JOLLA, CA 920379123 | Other Commissions | $15,059 |
Filed as: DYATECH Service code 15 · EIN 64-0936231 | Recordkeeping | $5,613 |
Filed as: GEOFFREY LANE KALTENBACH Service code 55 4275 EXECUTIVE SQ STE 400 · LA JOLLA, CA 92037 | Other Commissions | $4,647 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,081 | $45,324-80.0% | $122,354-92.6% | $69,631-87.0% |
| Participation rate | 56.2% | 59.9%-3.8pp | 71.6%-15.5pp | 70.7%-14.5pp |
| Annual return | 20.48% | 25.35%-4.9pp | 30.28%-9.8pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $0 | $1,230-100.0% | $4,051-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $871 | $2,367-63.2% | $3,287-73.5% | $3,224-73.0% |
| Admin fee / account holder | $29 | $87-67.0% | $5,479-99.5% | $110-74.0% |