Filed March 18, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PACIFIC PORTFOLIO CONSULTING3 years Filed as: PACIFIC PORTFOLIO CONSULTING INC Service code 27 · EIN 20-3431077 | Advisory (Plan) | $60,859 |
FID INV INST OPS CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $23,009 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,183 | $67,512+30.6% | $185,851-52.6% | $93,010-5.2% |
| Participation rate | 96.3% | 67.1%+29.2pp | 81.7%+14.6pp | 73.9%+22.4pp |
| Annual return | 15.97% | 21.04%-5.1pp | 122.11%-106.1pp | 158.70%-142.7pp |
| Employer contribution / active EE | $3,804 | $1,783+113.4% | $5,168-26.4% | $2,705+40.6% |
| Participant deferral / active EE | $5,463 | $3,035+80.0% | $5,569-1.9% | $4,561+19.8% |
| Admin fee / account holder | $22 | $318-93.2% | $16,245-99.9% | $152-85.7% |