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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,289 |
WEST COAST FINANCIAL4+ years Service code 52 · EIN 26-1516464 | Indirect Investment Fees | $16,318 |
TORREY CAPITAL INVESTMENTS2 years Service code 52 · EIN 45-0651612 | Indirect Investment Fees | $14,690 |
DOWLING & YAHNKE LLC4+ years Filed as: DOWLING & YAHNKE Service code 52 · EIN 26-0266092 | Indirect Investment Fees | $11,440 |
WEATHERLY ASSET MANAGEMENT4+ years Service code 52 · EIN 33-0638187 | Indirect Investment Fees | $8,765 |
MOSS ADAMS LLP2 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $6,261 |
LAUREL WEALTH ADVISORS1 year Service code 52 · EIN 45-2299422 | Indirect Investment Fees | $6,117 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $937,700 | $47,977+1854.5% | $154,110+508.5% | $56,289+1565.9% |
| Participation rate | 94.7% | 66.2%+28.6pp | 83.0%+11.7pp | 69.9%+24.9pp |
| Annual return | -4.23% | 3.54%-7.8pp | 735.22%-739.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $40,353 | $2,169+1760.7% | $5,298+661.7% | $2,111+1811.4% |
| Participant deferral / active EE | $7,411 | $2,392+209.9% | $5,081+45.9% | $3,350+121.2% |
| Admin fee / account holder | $298 | $438-32.1% | $13,412-97.8% | $521-42.8% |