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| Provider | Service type | Compensation |
|---|---|---|
PATRICK ROBINSON2 years Service code 27 1130 S FLOWER STREET · LOS ANGELES, CA 90015 | Advisory (Plan) | $12,126 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,550 | $94,529-65.6% | $140,019-76.8% | $64,173-49.3% |
| Participation rate | 91.2% | 84.1%+7.1pp | 87.5%+3.7pp | 69.6%+21.6pp |
| Annual return | -6.02% | 7.77%-13.8pp | 651.17%-657.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $4,350 | $3,812+14.1% | $5,605-22.4% | $2,381+82.7% |
| Participant deferral / active EE | $10,291 | $5,250+96.0% | $6,927+48.6% | $3,470+196.6% |
| Admin fee / account holder | $109 | $6,741-98.4% | $10,705-99.0% | $4,887-97.8% |