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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 22 · EIN 95-2834236 | Insurance Broker | $39,340 |
PENSYS, INC.1 year Service code 13 · EIN 68-0348235 2440 PROFESSIONAL DR. STE 100 · ROSEVILLE, CA 95682 | Contract Administrator | $14,310 |
PATRICK & BUZARELLOS2+ years Service code 10 · EIN 68-0197298 1900 POINT WEST WAY, #102 · SACRAMENTO, CA 95815 | Accounting | $7,000 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,210 | $75,183+35.9% | $123,894-17.5% | $55,167+85.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 6.24% | 19.01%-12.8pp | 47.52%-41.3pp | 169.23%-163.0pp |
| Employer contribution / active EE | $5,340 | $2,823+89.1% | $4,617+15.7% | $1,963+172.1% |
| Participant deferral / active EE | $9,366 | $5,084+84.2% | $5,984+56.5% | $3,054+206.6% |
| Admin fee / account holder | $81 | $663-87.7% | $8,357-99.0% | $504-83.8% |