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| Provider | Service type | Compensation |
|---|---|---|
WRIGHT FORD YOUNG & CO4 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $12,500 |
PRUDENT STREET FIN ADV LLC3 years Filed as: PRUDENT FIDUCIARY SERVICES, LLC Service code 21 100 N. BARRANCA ST · WEST COVINA, CA 91791 | Bank Trustee | $12,204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,548 | $83,090-65.6% | $130,062-78.1% | $71,529-60.1% |
| Participation rate | 54.7% | 74.1%-19.5pp | 78.5%-23.8pp | 67.9%-13.3pp |
| Annual return | -44.85% | 20.61%-65.5pp | -137.37%+92.5pp | 28.97%-73.8pp |
| Employer contribution / active EE | $0 | $2,624-100.0% | $4,322-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $111 | $1,727-93.6% | $10,601-99.0% | $1,588-93.0% |