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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $18,292 |
Service code 55 655 W. BROADWAY 12TH FL · SAN DIEGO, CA 92101 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,177 | $80,753+1.8% | $136,298-39.7% | $62,293+31.9% |
| Participation rate | 88.6% | 73.5%+15.1pp | 81.9%+6.7pp | 69.5%+19.1pp |
| Annual return | 11.85% | 35.83%-24.0pp | 5156.27%-5144.4pp | 28.90%-17.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,876 | $5,164-5.6% | $6,247-21.9% | $3,169+53.9% |
| Admin fee / account holder | $349 | $525-33.7% | $9,244-96.2% | $479-27.3% |