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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $6,999 |
Service code 64 8515 EAST ORCHARD ROAD · GEENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,235 |
Service code 13 | Contract Administrator | $1,520 |
EMPLOYEE FIDUCIARY, LLC3 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.
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 | $7,590 | $73,638-89.7% | $95,960-92.1% | $73,493-89.7% |
| Participation rate | 74.3% | 76.2%-1.9pp | 77.1%-2.8pp | 70.7%+3.6pp |
| Annual return | -0.06% | 16.78%-16.8pp | 91.63%-91.7pp | 28.51%-28.6pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $742 | $3,617-79.5% | $4,167-82.2% | $3,740-80.2% |
| Admin fee / account holder | $72 | $482-85.1% | $6,797-98.9% | $513-86.0% |