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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $7,869 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD1921 · GEENWOOD VILLAGE, CO 80111 | Investment Management | $7,490 |
Service code 64 8515 EAST ORCHARD ROAD · GEENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,914 |
Service code 13 | Contract Administrator | $1,921 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: A & A EMPLOYEE BENEFITS Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $10,694 | $65,376-83.6% | $87,104-87.7% | $65,185-83.6% |
| Participation rate | 86.1% | 75.3%+10.7pp | 76.9%+9.2pp | 70.2%+15.9pp |
| Annual return | 14.77% | 31.27%-16.5pp | 28.19%-13.4pp | 29.38%-14.6pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $879 | $3,388-74.1% | $4,048-78.3% | $3,514-75.0% |
| Admin fee / account holder | $115 | $520-77.8% | $7,491-98.5% | $847-86.4% |