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| Provider | Service type | Compensation |
|---|---|---|
SEASIDE ADVISORY SERVICES, INC.3+ years Service code 26 · EIN 33-0915734 209 NORTH DITMAR · OCEANSIDE, CA 92054 | Advisory (Participants) | $33,925 |
INNOVATIVE PENSION3+ years Filed as: INNOVATIVE PENSION STRATEGY & DESIG Service code 12 · EIN 33-0166640 1412975 BROOKPRINTER PLACE, SUITE 2 · POWAY, CA 92064 | Claims processing; Other investment f... | $15,576 |
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUBMUS, OH 43215 | Recordkeeping | $1,766 |
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 | $16,049 | $43,717-63.3% | $81,473-80.3% | $77,958-79.4% |
| Participation rate | 9.4% | 42.5%-33.1pp | 68.0%-58.6pp | 71.6%-62.3pp |
| Annual return | 23.00% | 23.83%-0.8pp | 38.78%-15.8pp | 20.87%+2.1pp |
| Employer contribution / active EE | $1 | $919-99.9% | $2,568-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $917 | $1,783-48.6% | $3,537-74.1% | $3,537-74.1% |
| Admin fee / account holder | $131 | $108+21.5% | $4,561-97.1% | $97+34.6% |