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| Provider | Service type | Compensation |
|---|---|---|
HOYLECOHEN LLC10+ years Service code 27 350 CAMINO DE LA REINA STE 500 · SAN DIEGO, CA 92108 | Advisory (Plan) | $58,295 |
CLIFTONLARSONALLEN LLP8 years Service code 99 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60423 | Other Fees | $23,205 |
ASSOCIATED PENSION CONSULTANTS10+ years Service code 13 · EIN 94-2456320 2035 FOREST AVE · CHICO, CA 95926 | Contract Administrator | $14,320 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $1,147 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $185,929 | $79,223+134.7% | $102,460+81.5% | $74,478+149.6% |
| Participation rate | 51.5% | 74.8%-23.3pp | 76.5%-25.0pp | 67.2%-15.7pp |
| Annual return | 16.84% | 54.98%-38.1pp | 29.47%-12.6pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,338 | $4,417-69.7% | $5,056-73.5% | $4,350-69.2% |
| Admin fee / account holder | $746 | $2,003-62.8% | $9,460-92.1% | $1,946-61.7% |