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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADVISORY CAPITAL1 year Service code 27 500 S. GRAND AVE · LOS ANGELES, CA 90071 | Advisory (Plan) | $36,288 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $10,922 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $87,531 | $85,171+2.8% | $172,753-49.3% | $72,976+19.9% |
| Participation rate | 82.1% | 70.1%+12.0pp | 82.6%-0.6pp | 69.5%+12.6pp |
| Annual return | 21.71% | 27.32%-5.6pp | 803.00%-781.3pp | 81.02%-59.3pp |
| Employer contribution / active EE | $8,032 | $3,324+141.6% | $5,144+56.2% | $2,440+229.2% |
| Participant deferral / active EE | $4,809 | $3,260+47.5% | $5,198-7.5% | $3,608+33.3% |
| Admin fee / account holder | $400 | $5,880-93.2% | $13,956-97.1% | $5,124-92.2% |