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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC ADVISORY CAPITAL3 years Service code 27 500 S. GRAND AVE · LOS ANGELES, CA 90071 | Advisory (Plan) | $52,678 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,291 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $183,624 | $95,406+92.5% | $185,849-1.2% | $85,847+113.9% |
| Participation rate | 87.5% | 68.8%+18.7pp | 81.7%+5.8pp | 69.3%+18.2pp |
| Annual return | 13.89% | 23.59%-9.7pp | 122.10%-108.2pp | 318.61%-304.7pp |
| Employer contribution / active EE | $13,815 | $3,314+316.9% | $5,169+167.3% | $2,565+438.5% |
| Participant deferral / active EE | $5,863 | $3,424+71.3% | $5,569+5.3% | $3,952+48.4% |
| Admin fee / account holder | $797 | $7,214-88.9% | $16,244-95.1% | $6,261-87.3% |