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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 41391 KALMIA STEET, SUITE 330 · MURRIETA, CA 92562 | Investment Mgmt Fees | $9,565 |
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 | $17,890 | $73,988-75.8% | $96,538-81.5% | $75,177-76.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 8.20% | 26.73%-18.5pp | 35.74%-27.5pp | 160.75%-152.5pp |
| Employer contribution / active EE | $987 | $2,930-66.3% | $3,740-73.6% | $2,671-63.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $58 | $5,220-98.9% | $6,737-99.1% | $5,651-99.0% |