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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: FUTUREPLAN Service code 13 · EIN 82-3719843 | Contract Administrator | $17,231 |
Filed as: GARCIA WEALTH MANAGEMENT Service code 27 225 S. LAKE AVE · PASADENA, CA 91101 | Advisory (Plan) | $10,730 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,894 | $57,763-43.1% | $112,228-70.7% | $71,529-54.0% |
| Participation rate | 73.6% | 58.9%+14.7pp | 72.4%+1.2pp | 67.9%+5.7pp |
| Annual return | 15.60% | 18.26%-2.7pp | 30.23%-14.6pp | 28.97%-13.4pp |
| Employer contribution / active EE | $1,175 | $1,916-38.7% | $3,432-65.8% | $2,590-54.6% |
| Participant deferral / active EE | $1,536 | $2,865-46.4% | $4,800-68.0% | $4,291-64.2% |
| Admin fee / account holder | $226 | $1,563-85.6% | $7,752-97.1% | $1,588-85.8% |