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| Provider | Service type | Compensation |
|---|---|---|
DOWLING & YAHNKE LLC10+ years Filed as: DOWLING & YAHNKE Service code 52 · EIN 26-0266092 | Indirect Investment Fees | $42,585 |
WEST COAST FINANCIAL10+ years Service code 52 · EIN 26-1516464 | Indirect Investment Fees | $24,578 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 4747 EXECUTIVE DRIVE #1300 · SAN DIEGO, CA 92121 | Accounting | $7,855 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,240,779 | $50,812+2341.9% | $155,602+697.4% | $77,692+1497.0% |
| Participation rate | 87.1% | 63.1%+24.0pp | 78.2%+8.9pp | 70.6%+16.6pp |
| Annual return | 16.30% | 34.85%-18.6pp | 64.81%-48.5pp | 31.25%-15.0pp |
| Employer contribution / active EE | $46,657 | $1,989+2246.0% | $4,675+897.9% | $2,726+1611.4% |
| Participant deferral / active EE | $8,144 | $2,822+188.6% | $5,629+44.7% | $4,648+75.2% |
| Admin fee / account holder | $234 | $436-46.2% | $15,923-98.5% | $431-45.5% |