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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $88,332 |
Filed as: CALIFORNIA RETIREMENT PLANS Service code 13 · EIN 68-0414789 | Contract Administrator | $53,595 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $28,000 |
ARMANINO LLP5 years Service code 10 · EIN 94-6214841 | Accounting | $19,320 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,318 | $50,458-36.0% | $160,037-79.8% | $64,824-50.1% |
| Participation rate | 98.9% | 68.0%+30.9pp | 78.0%+20.9pp | 71.5%+27.4pp |
| Annual return | -19.22% | -13.42%-5.8pp | 408.95%-428.2pp | 32.84%-52.1pp |
| Employer contribution / active EE | $1,642 | $1,722-4.7% | $4,226-61.2% | $2,507-34.5% |
| Participant deferral / active EE | $4,850 | $4,004+21.1% | $6,184-21.6% | $4,311+12.5% |
| Admin fee / account holder | $186 | $706-73.7% | $8,716-97.9% | $188-1.0% |