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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 5665 PLAZA DR. · CYPRESS, CA 90630 | Advisory (Plan) | $42,018 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $111,284-100.0% | $369,410-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 29.4%-29.4pp | 8.4%-8.4pp |
| Annual return | 14.86% | 9.11%+5.8pp | 8.29%+6.6pp | 18.35%-3.5pp |
| Employer contribution / active EE | $1,894 | $12,190-84.5% | $40,774-95.4% | $14,669-87.1% |
| Participant deferral / active EE | $0 | $9-100.0% | $26-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $997-100.0% | $4,495-100.0% | $9,141-100.0% |