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| Provider | Service type | Compensation |
|---|---|---|
WEST COAST FINANCIAL9+ years Service code 52 · EIN 26-1516464 | Indirect Investment Fees | $46,640 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,099 |
DOWLING & YAHNKE LLC9+ years Filed as: DOWLING & YAHNKE Service code 52 · EIN 26-0266092 | Indirect Investment Fees | $18,581 |
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 | $1,233,332 | $61,338+1910.7% | $149,717+723.8% | $71,495+1625.1% |
| Participation rate | 94.3% | 62.5%+31.7pp | 78.8%+15.5pp | 67.9%+26.3pp |
| Annual return | 18.87% | 35.86%-17.0pp | 134.41%-115.5pp | 28.85%-10.0pp |
| Employer contribution / active EE | $49,139 | $2,381+1963.6% | $4,820+919.5% | $2,589+1797.7% |
| Participant deferral / active EE | $8,770 | $2,919+200.4% | $5,682+54.4% | $4,291+104.4% |
| Admin fee / account holder | $294 | $1,263-76.7% | $13,213-97.8% | $1,588-81.5% |