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| Provider | Service type | Compensation |
|---|---|---|
FREDERICK GERARD ZEPEDA2 years Service code 55 4275 EXECUTIVE SQ STE 400 · LA JOLLA, CA 920379123 | Other Commissions | $3,349 |
Filed as: MICHAEL JEROME ZEPEDA JR Service code 55 4275 EXECUTIVE SQ STE 400 · LA JOLLA, CA 920379123 | Other Commissions | $3,349 |
Filed as: DYATECH Service code 15 · EIN 64-0936231 381 HIGHWAY COLONY PKWY · RIDGELAND, MS 39157 | Recordkeeping | $1,117 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GEOFFREY LANE KALTENBACH Service code 55 4275 EXECUTIVE SQ STE 400 · LA JOLLA, CA 92037 | Other Commissions | $728 |
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 | $11,764 | $39,898-70.5% | $121,220-90.3% | $55,725-78.9% |
| Participation rate | 52.7% | 61.2%-8.5pp | 71.8%-19.0pp | 70.9%-18.1pp |
| Annual return | -5.82% | -0.96%-4.9pp | 16.94%-22.8pp | 244.93%-250.7pp |
| Employer contribution / active EE | $0 | $1,295-100.0% | $4,023-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,133 | $2,439-53.5% | $3,345-66.1% | $3,356-66.2% |
| Admin fee / account holder | $29 | $95-69.1% | $5,021-99.4% | $115-74.5% |