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| Provider | Service type | Compensation |
|---|---|---|
TURNER, STONE & COMPANY2 years Filed as: TURNER STONE & COMPANY Service code 10 · EIN 75-2608885 | Accounting | $23,000 |
401 PLANS5+ years Service code 15 · EIN 77-0544712 1919 WILLIAMS STREET · SIMI VALLEY, CA 93065 | Recordkeeping | $15,450 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,749 | $106,110-13.5% | $147,005-37.6% | $77,671+18.1% |
| Participation rate | 88.2% | 78.4%+9.8pp | 82.2%+6.0pp | 70.6%+17.6pp |
| Annual return | 13.92% | 56.77%-42.9pp | 418.76%-404.8pp | 31.21%-17.3pp |
| Employer contribution / active EE | $2,893 | $4,065-28.8% | $4,934-41.4% | $2,726+6.1% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $109 | $338-67.8% | $13,006-99.2% | $430-74.8% |