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| Provider | Service type | Compensation |
|---|---|---|
SEASIDE ADVISORY SERVICES, INC.2+ years Service code 26 · EIN 33-0915734 209 NORTH DITMAR · OCEANSIDE, CA 92054 | Advisory (Participants) | $21,841 |
INNOVATIVE PENSION2+ years Filed as: INNOVATIVE PENSION STRATEGY & DESIG Service code 12 · EIN 33-0166640 14251 DANIELSON STREET · POWAY, CA 92064 | Direct payment from the plan; Claims ... | $12,777 |
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUBMUS, OH 43215 | Recordkeeping | $1,276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,176 | $31,370-54.8% | $74,577-81.0% | $63,975-77.8% |
| Participation rate | 8.3% | 42.6%-34.2pp | 68.1%-59.8pp | 71.1%-62.8pp |
| Annual return | 9.33% | -105.16%+114.5pp | 20.47%-11.1pp | 48.65%-39.3pp |
| Employer contribution / active EE | $0 | $822-100.0% | $2,525-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $874 | $1,560-43.9% | $3,458-74.7% | $3,356-73.9% |
| Admin fee / account holder | $127 | $77+66.0% | $4,138-96.9% | $70+81.0% |