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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 12671 HIGH BLUFF DRIVER STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $6,155 |
Service code 13 · EIN 66-0523704 PO BOX 9023794 · SAN JUAN, PR 00901 | Contract Administrator | $2,289 |
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.
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 | $37,377 | $91,198-59.0% | $178,503-79.1% | $79,856-53.2% |
| Participation rate | 67.0% | 69.2%-2.2pp | 81.9%-14.9pp | 69.6%-2.6pp |
| Annual return | 9.36% | 24.20%-14.8pp | 151.12%-141.8pp | 31.71%-22.3pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $712 | $3,237-78.0% | $5,202-86.3% | $3,741-81.0% |
| Admin fee / account holder | $186 | $6,748-97.2% | $13,987-98.7% | $5,306-96.5% |