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| Provider | Service type | Compensation |
|---|---|---|
PRUDENT STREET FIN ADV LLC2 years Filed as: PRUDENT FIDUCIARY SERVICES, LLC Service code 24 · EIN 82-1818132 100 N. BARRANCA ST. · WEST COVINA, CA 91791 | Discretionary Trustee | $13,720 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,267 | $82,674-27.1% | $125,381-51.9% | $68,486-12.0% |
| Participation rate | 99.0% | 75.1%+23.9pp | 82.4%+16.6pp | 67.9%+31.1pp |
| Annual return | 1.41% | -5.97%+7.4pp | 572.31%-570.9pp | -7.85%+9.3pp |
| Employer contribution / active EE | $1,531 | $3,382-54.7% | $4,815-68.2% | $2,597-41.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $150 | $6,277-97.6% | $10,007-98.5% | $5,404-97.2% |