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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 41391 KALMIA STEET, SUITE 330 · MURRIETA, CA 92562 | Investment Mgmt Fees | $9,958 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,816 | $81,487-68.3% | $102,412-74.8% | $80,935-68.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 20.85% | 25.60%-4.7pp | 24.94%-4.1pp | 35.66%-14.8pp |
| Employer contribution / active EE | $8,413 | $3,103+171.1% | $3,870+117.4% | $2,757+205.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $63 | $6,717-99.1% | $8,388-99.2% | $6,924-99.1% |