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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 1150 S. OLIVE ST. · LOS ANGELES, CA 90015 | Recordkeeping | $86,795 |
PRIEST AMISTADI1 year Service code 10 · EIN 94-2507389 1021 14TH STREET, SUITE 2 · MODESTO, CA 95354 | Accounting | $11,000 |
OSBORNE & ASSOCIATES, INC.4 years Service code 15 · EIN 77-0573145 4216 KIERNAN AVE., SUITE 201 · MODESTO, CA 95356 | Recordkeeping | $10,654 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,400 |
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.
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 | $9,084 | $97,954-90.7% | $115,170-92.1% | $77,775-88.3% |
| Participation rate | 18.1% | 52.3%-34.2pp | 75.9%-57.8pp | 73.2%-55.1pp |
| Annual return | 16.52% | 23.95%-7.4pp | 35.60%-19.1pp | 32.58%-16.1pp |
| Employer contribution / active EE | $255 | $927-72.5% | $3,179-92.0% | $2,504-89.8% |
| Participant deferral / active EE | $413 | $1,655-75.1% | $4,169-90.1% | $3,966-89.6% |
| Admin fee / account holder | $25 | $347-92.7% | $7,089-99.6% | $100-74.5% |