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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $11,916 |
MMA SECURITIES LLC8 years Filed as: MARSH SALDANA INC Service code 99 #48 RD KM 1.2 · GUAYNABO, PR 00968 | Other Fees | $7,943 |
Service code 13 | Contract Administrator | $4,965 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $0 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,705 | $62,146-47.4% | $81,438-59.8% | $74,546-56.1% |
| Participation rate | 95.2% | 64.1%+31.1pp | 69.5%+25.7pp | 67.2%+28.0pp |
| Annual return | 13.54% | 16.49%-3.0pp | 24.74%-11.2pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $1,198 | $1,883-36.4% | $2,460-51.3% | $2,624-54.3% |
| Participant deferral / active EE | $1,014 | $3,229-68.6% | $3,883-73.9% | $4,347-76.7% |
| Admin fee / account holder | $1 | $1,922-99.9% | $5,764-100.0% | $1,944-99.9% |