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| Provider | Service type | Compensation |
|---|---|---|
SUNWEST PENSIONS1+ years Service code 13 · EIN 86-0922116 PO BOX 7850 · TEMPE, AZ 852810850 | Contract Administrator | $13,414 |
PROVIDENT PENSION COUNSEL, LLC1+ years Service code 26 · EIN 46-2002781 800 EAST BLVD., SUITE 200 · CHARLOTTE, NC 28203 | Advisory (Participants) | $10,757 |
LORING WARD1+ years Service code 26 · EIN 95-4699121 10 ALMADEN BLVD. · SAN JOSE, CA 95113 | Advisory (Participants) | $6,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $10,909 | $57,096-80.9% | $94,229-88.4% | $55,191-80.2% |
| Participation rate | 54.4% | 75.7%-21.3pp | 78.8%-24.4pp | 69.2%-14.8pp |
| Annual return | -3.64% | 159.65%-163.3pp | 10.68%-14.3pp | 10.78%-14.4pp |
| Employer contribution / active EE | $818 | $1,708-52.1% | $3,587-77.2% | $1,899-56.9% |
| Participant deferral / active EE | $1,359 | $3,165-57.1% | $4,320-68.5% | $3,046-55.4% |
| Admin fee / account holder | $135 | $89+51.5% | $6,269-97.8% | $91+48.9% |