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| Provider | Service type | Compensation |
|---|---|---|
DEL MAR WEALTH MANAGEMENT2 years Filed as: DEL CARLO FINANCIAL Service code 26 | Advisory (Participants) | $19,645 |
Filed as: NEXUS ADMINISTRATORS INC Service code 13 · EIN 77-0586222 | Contract Administrator | $12,398 |
PCS RETIREMENT, LLC2 years Filed as: PCS RETIREMENT Service code 15 · EIN 23-3038464 | Recordkeeping | $10,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,225 | $59,448+40.0% | $93,696-11.2% | $74,459+11.8% |
| Participation rate | 37.6% | 59.6%-22.1pp | 68.7%-31.2pp | 67.2%-29.7pp |
| Annual return | 15.71% | 82.11%-66.4pp | 133.74%-118.0pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $632 | $1,266-50.1% | $2,422-73.9% | $2,626-75.9% |
| Participant deferral / active EE | $2,431 | $3,052-20.4% | $4,417-45.0% | $4,350-44.1% |
| Admin fee / account holder | $574 | $3,027-81.1% | $8,287-93.1% | $1,945-70.5% |