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| Provider | Service type | Compensation |
|---|---|---|
HALBERT HARGROVE GLOBAL ADVISORS1+ years Filed as: HALBERT HARGOVE GBL ADV LLC Service code 28 · EIN 33-0804608 111 W. OCEAN BLVD., 23RD FL · LONG BEACH, CA 90802 | Investment Management | $26,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,055 | $70,002-54.2% | $115,038-72.1% | $52,331-38.7% |
| Participation rate | 64.0% | 72.1%-8.1pp | 81.4%-17.4pp | 68.1%-4.1pp |
| Annual return | -5.61% | 4.04%-9.6pp | 26.14%-31.7pp | 4.54%-10.1pp |
| Employer contribution / active EE | $1,589 | $2,715-41.5% | $4,608-65.5% | $1,882-15.6% |
| Participant deferral / active EE | $2,626 | $4,920-46.6% | $6,026-56.4% | $3,022-13.1% |
| Admin fee / account holder | $227 | $566-60.0% | $8,175-97.2% | $592-61.7% |