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| Provider | Service type | Compensation |
|---|---|---|
Service code 31 100 N. BARRANCA STREET · WEST COVINA, CA 91791 | Named fiduciary | $105,669 |
Filed as: JOSEPHSON & JOSEPHSON Service code 10 · EIN 13-4092524 | Accounting | $60,000 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 64 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping Fees | $57,960 |
WILMINGTON TRUST4 years Service code 51 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Investment Mgmt Fees | $16,617 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $167,307-100.0% | $143,757-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -6.45% | 0.46%-6.9pp | -0.04%-6.4pp | 417.96%-424.4pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |