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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $16,511 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,152 |
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 | $40,703 | $48,261-15.7% | $68,612-40.7% | $55,725-27.0% |
| Participation rate | 85.6% | 71.0%+14.6pp | 72.2%+13.4pp | 70.9%+14.8pp |
| Annual return | 10.17% | -2.61%+12.8pp | -4.63%+14.8pp | 244.93%-234.8pp |
| Employer contribution / active EE | $3,432 | $1,742+97.0% | $2,625+30.8% | $2,078+65.2% |
| Participant deferral / active EE | $5,510 | $2,712+103.2% | $3,311+66.4% | $3,356+64.2% |
| Admin fee / account holder | $268 | $126+112.1% | $5,131-94.8% | $115+132.3% |