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| Provider | Service type | Compensation |
|---|---|---|
HOYLECOHEN LLC8+ years Service code 27 9350 WAXIE WY STE 500 · SAN DIEGO, CA 92123 | Advisory (Plan) | $55,082 |
CLIFTONLARSONALLEN LLP6 years Service code 99 3077 W JEFFERSON ST STE 105 · JOLIET, IL 60435 | Other Fees | $16,865 |
ASSOCIATED PENSION CONSULTANTS8+ years Service code 10 · EIN 94-2456320 2035 FOREST AVE · CHICO, CA 95926 | Accounting | $15,250 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $894 |
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 | $143,836 | $65,437+119.8% | $86,698+65.9% | $66,949+114.8% |
| Participation rate | 59.8% | 75.5%-15.6pp | 76.6%-16.8pp | 69.8%-10.0pp |
| Annual return | -14.39% | -10.91%-3.5pp | 35.96%-50.3pp | 1.57%-16.0pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,500 | $4,102-63.4% | $4,656-67.8% | $4,239-64.6% |
| Admin fee / account holder | $644 | $642+0.3% | $7,492-91.4% | $594+8.5% |