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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 10150 MEANLEY DR · SAN DIEGO, CA 92131 | Advisory (Plan) | $4,959 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,307 | $63,114-71.0% | $92,903-80.3% | $65,185-71.9% |
| Participation rate | 45.4% | 68.8%-23.4pp | 76.0%-30.6pp | 70.2%-24.8pp |
| Annual return | 35.86% | 28.75%+7.1pp | 109.43%-73.6pp | 29.38%+6.5pp |
| Employer contribution / active EE | $1,299 | $2,571-49.5% | $3,653-64.5% | $2,177-40.3% |
| Participant deferral / active EE | $2,018 | $3,108-35.1% | $4,238-52.4% | $3,514-42.6% |
| Admin fee / account holder | $54 | $624-91.3% | $5,795-99.1% | $847-93.6% |