Filed February 8, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SUNWEST PENSIONS3 years Service code 13 · EIN 86-0922116 | Contract Administrator | $12,344 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,206 | $98,982-59.4% | $162,163-75.2% | $65,185-38.3% |
| Participation rate | 97.7% | 85.8%+11.9pp | 87.6%+10.1pp | 70.2%+27.5pp |
| Annual return | 22.02% | 24.84%-2.8pp | 115.59%-93.6pp | 29.38%-7.4pp |
| Employer contribution / active EE | $2,317 | $3,467-33.2% | $5,614-58.7% | $2,177+6.4% |
| Participant deferral / active EE | $4,038 | $5,384-25.0% | $7,298-44.7% | $3,514+14.9% |
| Admin fee / account holder | $65 | $596-89.1% | $10,843-99.4% | $847-92.3% |