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| Provider | Service type | Compensation |
|---|---|---|
401 PLANS1+ years Service code 15 · EIN 77-0544712 40 WEST COCHRAN STREET · SIMI VALLEY, CA 93065 | Recordkeeping | $16,886 |
KIMBALL PARKS RAMEY1+ years Service code 10 · EIN 74-2416894 12700 PARK CENTRAL III · DALLAS, TX 75251 | Accounting | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,497 | $100,801-28.1% | $149,730-51.6% | $73,412-1.2% |
| Participation rate | 99.6% | 77.7%+21.9pp | 82.5%+17.1pp | 72.2%+27.4pp |
| Annual return | 11.24% | 265.34%-254.1pp | 276.70%-265.5pp | 59.30%-48.1pp |
| Employer contribution / active EE | $4,306 | $3,312+30.0% | $4,645-7.3% | $2,234+92.8% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $70 | $181-61.3% | $9,310-99.2% | $158-55.7% |