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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT FUNDING SERVICES GROUP2+ years Service code 16 2040 MAIN STREET SUITE 150 · IRVINE, CA 92614 | Consulting | $18,750 |
WINDES, INC.1 year Service code 10 P.O. BOX 87 · LONG BEACH, CA 90801 | Accounting | $17,050 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,847 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,459 | $71,802+30.2% | $133,975-30.2% | $57,658+62.1% |
| Participation rate | 78.8% | 85.5%-6.7pp | 87.1%-8.3pp | 70.2%+8.5pp |
| Annual return | 5.79% | 13.51%-7.7pp | 29.29%-23.5pp | 5.13%+0.7pp |
| Employer contribution / active EE | $8,326 | $3,161+163.4% | $5,211+59.8% | $1,974+321.8% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $70 | $88-20.0% | $9,324-99.2% | $95-25.8% |