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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INSURANCE AGENCY LLC Service code 55 4275 EXECUTIVE SQUARE STE 400 · LA JOLLA, CA 92037 | Other Commissions | $8,970 |
Filed as: DYATECH Service code 15 · EIN 64-0936231 381 HIGHWAY COLONY PKWY · RIDGELAND, MS 39157 | Recordkeeping | $1,946 |
FREDERICK GERARD ZEPEDA5 years Service code 55 4275 EXECUTIVE SQ STE 400 · LA JOLLA, CA 920379123 | Other Commissions | $1,354 |
Filed as: MICHAEL JEROME ZEPEDA JR Service code 55 4275 EXECUTIVE SQ STE 400 · LA JOLLA, CA 920379123 | Other Commissions | $1,354 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: GEOFFREY LANE KALTENBACH Service code 55 4275 EXECUTIVE SQ STE 400 · LA JOLLA, CA 92037 | Other Commissions | $420 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,871 | $62,723-71.5% | $142,874-87.5% | $86,813-79.4% |
| Participation rate | 57.2% | 62.6%-5.4pp | 72.0%-14.8pp | 72.3%-15.1pp |
| Annual return | 15.31% | 17.62%-2.3pp | 5638.58%-5623.3pp | 97.93%-82.6pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $4,145-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,276 | $3,039-58.0% | $3,838-66.8% | $4,131-69.1% |
| Admin fee / account holder | $6 | $140-95.5% | $6,561-99.9% | $170-96.3% |