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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 200 N SEPULVEDA BLVD STE 1200 · EL SEGUNDO, CA 902455670 | Other Commissions | $44,270 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,966 |
Filed as: CALIFORNIA RETIREMENT PLANS INC. Service code 13 590 LENNON LANE SUITE 100 · WALNUT CREEK, CA 94598 | Contract Administrator | $10,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,479 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $142,814 | $52,884+170.1% | $84,753+68.5% | $55,167+158.9% |
| Participation rate | 73.4% | 67.5%+5.9pp | 76.6%-3.2pp | 69.0%+4.4pp |
| Annual return | 12.95% | 18.03%-5.1pp | 22.78%-9.8pp | 169.23%-156.3pp |
| Employer contribution / active EE | $3,235 | $2,233+44.9% | $3,574-9.5% | $1,963+64.9% |
| Participant deferral / active EE | $8,724 | $2,644+230.0% | $3,712+135.0% | $3,054+185.6% |
| Admin fee / account holder | $273 | $581-52.9% | $5,333-94.9% | $504-45.8% |