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| Provider | Service type | Compensation |
|---|---|---|
ANGELES INVESTMENT ADVISORS, LLC2+ years Filed as: ANGELES INVESTMENT ADVISORS Service code 27 429 SANTA MONICA BLVD, SUITE 650 · SANTA MONICA, CA 90401 | Advisory (Plan) | $17,308 |
BUSINESS SOLUTIONS INC2+ years Filed as: BUSINESS VALUATION ADVISORS Service code 34 1000 LOUISANA · HOUSTON, TX 77092 | Valuation (appraisals, etc.) | $0 |
EEPB1 year Filed as: EEPB , INC Service code 10 2950 NORTH LOOP WEST · HOUSTON, TX 77092 | Accounting | $0 |
ESOP LAW GROUP2+ years Service code 29 4 EMBARCADERO CTR, FLOOR 14 · SAN FRANCISCO, CA 94111 | Legal | $0 |
MAXWELL & BAIN CPA'S2+ years Service code 10 · EIN 76-0290301 PO BOX 12919 · HOUSTON, TX 77217 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,669 | $54,392-32.6% | $84,753-56.7% | $63,975-42.7% |
| Participation rate | 69.4% | 76.9%-7.5pp | 76.6%-7.2pp | 71.1%-1.8pp |
| Annual return | 11.10% | 611.38%-600.3pp | 22.78%-11.7pp | 48.65%-37.6pp |
| Employer contribution / active EE | $161 | $2,943-94.5% | $3,574-95.5% | $2,182-92.6% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $4 | $136-96.9% | $5,333-99.9% | $70-94.1% |