Filed January 2, 2018
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 100 N. BARRANCA ST, SUITE 400 · WEST COVINA, CA 91791 | Bank Trustee | $15,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,716 | $86,944-77.3% | $107,525-81.7% | $74,304-73.5% |
| Participation rate | 98.6% | 59.6%+39.0pp | 75.1%+23.5pp | 60.3%+38.2pp |
| Annual return | 18.89% | 23.52%-4.6pp | 181.32%-162.4pp | 29.43%-10.5pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $63 | $3,727-98.3% | $8,919-99.3% | $2,969-97.9% |