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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 1150 S. OLIVE ST. · LOS ANGELES, CA 90015 | Recordkeeping | $77,813 |
OSBORNE & ASSOCIATES, INC.3 years Service code 15 · EIN 77-0573145 | Recordkeeping | $12,752 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,330 | $107,440-94.1% | $105,736-94.0% | $55,725-88.6% |
| Participation rate | 39.3% | 55.5%-16.2pp | 76.3%-37.1pp | 70.9%-31.6pp |
| Annual return | -3.61% | -0.59%-3.0pp | 6.27%-9.9pp | 244.93%-248.5pp |
| Employer contribution / active EE | $522 | $1,448-63.9% | $3,268-84.0% | $2,078-74.9% |
| Participant deferral / active EE | $773 | $2,171-64.4% | $4,080-81.1% | $3,356-77.0% |
| Admin fee / account holder | $18 | $283-93.8% | $6,913-99.7% | $115-84.7% |