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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 41391 KALMIA STEET, SUITE 330 · MURRIETA, CA 92562 | Investment Mgmt Fees | $7,017 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,012 | $72,273-76.5% | $101,275-83.2% | $79,856-78.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -1.94% | 22.30%-24.2pp | 46.48%-48.4pp | 31.71%-33.7pp |
| Employer contribution / active EE | $3,208 | $2,691+19.2% | $3,660-12.4% | $2,471+29.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $47 | $4,401-98.9% | $5,948-99.2% | $5,306-99.1% |