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| Provider | Service type | Compensation |
|---|---|---|
HOYLECOHEN LLC7+ years Service code 27 9350 WAXIE WY STE 500 · SAN DIEGO, CA 92123 | Advisory (Plan) | $63,622 |
ASSOCIATED PENSION CONSULTANTS7+ years Service code 10 · EIN 94-2456320 2035 FOREST AVE · CHICO, CA 95926 | Accounting | $17,549 |
CLIFTONLARSONALLEN LLP5 years Service code 99 3077 W JEFFERSON ST STE 105 · JOLIET, IL 60435 | Other Fees | $15,488 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $1,797 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,870 | $84,936+105.9% | $111,308+57.1% | $79,391+120.3% |
| Participation rate | 62.8% | 75.9%-13.0pp | 77.3%-14.5pp | 70.7%-7.9pp |
| Annual return | 17.03% | 17.45%-0.4pp | 54.67%-37.6pp | 116.88%-99.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,544 | $3,888-60.3% | $4,487-65.6% | $4,046-61.8% |
| Admin fee / account holder | $650 | $537+20.9% | $7,965-91.8% | $627+3.7% |