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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT BENEFITS GROUP1+ years Service code 27 6165 GREENWICH DR · SAN DIEGO, CA 921225909 | Advisory (Plan) | $14,299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,495 | $72,177-10.6% | $115,037-43.9% | $59,633+8.2% |
| Participation rate | 47.2% | 72.6%-25.4pp | 81.4%-34.2pp | 68.7%-21.5pp |
| Annual return | 0.02% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,207 | $4,783-12.0% | $6,026-30.2% | $3,192+31.8% |
| Admin fee / account holder | $222 | $4,927-95.5% | $8,175-97.3% | $4,297-94.8% |