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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FMB RETIREMENT SERVICES Service code 27 2659 TOWNSGATE RD, STE 246 · WESTLAKE VILLAGE, CA 913612789 | Advisory (Plan) | $9,296 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $8,122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,508 | $73,848-72.2% | $143,799-85.7% | $68,486-70.1% |
| Participation rate | 48.7% | 66.7%-17.9pp | 80.3%-31.6pp | 67.9%-19.2pp |
| Annual return | -16.69% | 0.91%-17.6pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $496 | $3,184-84.4% | $4,952-90.0% | $2,597-80.9% |
| Participant deferral / active EE | $1,388 | $3,385-59.0% | $5,638-75.4% | $4,028-65.5% |
| Admin fee / account holder | $281 | $5,755-95.1% | $14,677-98.1% | $5,404-94.8% |