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| Provider | Service type | Compensation |
|---|---|---|
RALSTON DEVELOPMENT INC1+ years Service code 26 · EIN 47-1371230 4525 ELLENTIA AVE · TARZANA, CA 91356 | Advisory (Participants) | $5,000 |
GARY R HUNJIKER1+ years Service code 24 · EIN 47-3061484 12555 MANCHESTER ROAD · SAINT LOUIS, MO 63131 | Discretionary Trustee | $4,000 |
GURUPRASAD SRIHARI1+ years Service code 28 | Investment Management | $2,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,250 | $468,795-99.7% | $224,876-99.4% | $468,795-99.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 66.7%+33.3pp | 85.5%+14.5pp |
| Annual return | -20.00% | 39.95%-60.0pp | 199.78%-219.8pp | 39.95%-60.0pp |
| Employer contribution / active EE | $417 | $28,085-98.5% | $12,420-96.6% | $28,085-98.5% |
| Participant deferral / active EE | $67 | $10,110-99.3% | $2,784-97.6% | $10,110-99.3% |
| Admin fee / account holder | $717 | $8,110-91.2% | $472+51.7% | $8,110-91.2% |