Filed February 8, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SUNWEST PENSIONS4 years Service code 13 · EIN 86-0922116 | Contract Administrator | $6,379 |
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 | $52,692 | $136,307-61.3% | $177,821-70.4% | $73,488-28.3% |
| Participation rate | 97.8% | 86.1%+11.7pp | 87.7%+10.1pp | 70.7%+27.1pp |
| Annual return | 22.71% | 18.68%+4.0pp | 48.32%-25.6pp | 28.51%-5.8pp |
| Employer contribution / active EE | $3,823 | $3,712+3.0% | $5,918-35.4% | $2,270+68.4% |
| Participant deferral / active EE | $5,352 | $5,829-8.2% | $7,714-30.6% | $3,740+43.1% |
| Admin fee / account holder | $33 | $596-94.5% | $12,427-99.7% | $513-93.7% |