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| Provider | Service type | Compensation |
|---|---|---|
SEASIDE ADVISORY SERVICES, INC.1+ years Service code 26 · EIN 33-0915734 209 NORTH DITMAR · OCEANSIDE, CA 92054 | Advisory (Participants) | $15,269 |
INNOVATIVE PENSION1+ years Filed as: INNOVATIVE PENSION STRATEGY & DESIG Service code 12 · EIN 33-0166640 14251 DANIELSON STREET · POWAY, CA 92064 | Other investment fees and expenses; D... | $5,979 |
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUBMUS, OH 43215 | Recordkeeping | $815 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,978 | $30,979-58.1% | $67,704-80.8% | $59,188-78.1% |
| Participation rate | 4.5% | 40.5%-36.0pp | 67.5%-63.1pp | 69.4%-65.0pp |
| Annual return | -2.33% | -1.74%-0.6pp | 25.41%-27.7pp | 5.51%-7.8pp |
| Employer contribution / active EE | $0 | $807-100.0% | $2,559-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $380 | $1,603-76.3% | $3,585-89.4% | $3,265-88.4% |
| Admin fee / account holder | $100 | $81+23.0% | $4,255-97.7% | $92+8.1% |