Filed March 18, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PACIFIC PORTFOLIO CONSULTING INC Service code 27 · EIN 20-3431077 | Advisory (Plan) | $61,000 |
FID INV INST OPS CO3 years Service code 15 · EIN 04-2647786 | Recordkeeping | $50,296 |
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 | $66,587 | $47,456+40.3% | $172,753-61.5% | $77,775-14.4% |
| Participation rate | 96.4% | 66.3%+30.2pp | 82.6%+13.8pp | 73.2%+23.2pp |
| Annual return | 22.40% | 35.57%-13.2pp | 803.00%-780.6pp | 32.58%-10.2pp |
| Employer contribution / active EE | $3,731 | $1,574+137.0% | $5,144-27.5% | $2,504+49.0% |
| Participant deferral / active EE | $4,740 | $2,560+85.2% | $5,198-8.8% | $3,966+19.5% |
| Admin fee / account holder | $29 | $81-63.7% | $13,956-99.8% | $100-70.6% |