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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $17,210 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 | Contract Administrator | $3,292 |
ASCENSUS LLC4 years Filed as: ASCENSUS HOLDINGS INC. DBA FUTUREPL Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $975 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,724 | $80,781-78.1% | $102,437-82.7% | $74,478-76.2% |
| Participation rate | 87.6% | 65.7%+21.9pp | 74.5%+13.1pp | 67.2%+20.4pp |
| Annual return | 6.51% | 27.58%-21.1pp | 24.95%-18.4pp | 1370.56%-1364.1pp |
| Employer contribution / active EE | $475 | $3,160-85.0% | $3,871-87.7% | $2,626-81.9% |
| Participant deferral / active EE | $1,487 | $3,862-61.5% | $5,060-70.6% | $4,350-65.8% |
| Admin fee / account holder | $3 | $2,372-99.9% | $8,388-100.0% | $1,946-99.9% |