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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 | $61,405+1908.5% | $149,740+723.6% | $71,535+1624.1% |
| Participation rate | 94.3% | 62.5%+31.7pp | 78.8%+15.5pp | 67.9%+26.3pp |
| Annual return | 18.87% | 35.88%-17.0pp | 134.51%-115.6pp | 28.97%-10.1pp |
| Employer contribution / active EE | $49,139 | $2,384+1960.8% | $4,821+919.2% | $2,590+1797.3% |
| Participant deferral / active EE | $8,770 | $2,921+200.2% | $5,683+54.3% | $4,292+104.4% |
| Admin fee / account holder | $294 | $1,264-76.8% | $13,222-97.8% | $1,589-81.5% |