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| Provider | Service type | Compensation |
|---|---|---|
PENSION DYNAMICS COMPANY LLC3+ years Service code 15 · EIN 94-2692944 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Recordkeeping | $81,296 |
Service code 33 · EIN 68-0440732 2300 CONTRA COSTA BLVD., SUITE 400 · PLEASANT HILL, CA 94523 | Securities brokerage | $0 |
WELLS FARGO BANK, N.A.2 years Service code 19 · EIN 94-1347393 1525 WEST WT HARRIS BLVD., 3C5 · CHARLOTTE, NC 28288 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,643 | $69,305-64.4% | $82,313-70.1% | $69,631-64.6% |
| Participation rate | 95.4% | 80.3%+15.1pp | 76.9%+18.5pp | 70.7%+24.7pp |
| Annual return | 14.94% | 21.47%-6.5pp | 25.88%-10.9pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $1,685 | $1,887-10.7% | $2,428-30.6% | $2,032-17.1% |
| Participant deferral / active EE | $1,738 | $3,568-51.3% | $3,706-53.1% | $3,224-46.1% |
| Admin fee / account holder | $215 | $97+121.3% | $5,608-96.2% | $110+94.7% |