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| Provider | Service type | Compensation |
|---|---|---|
EEC ADMINISTRATION2 years Service code 15 · EIN 46-0857434 14841 YORBA STREET #201 · TUSTIN, CA 92780 | Recordkeeping | $7,675 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,940 | $76,112-75.1% | $96,544-80.4% | $71,529-73.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 6.38% | 22.80%-16.4pp | 25.88%-19.5pp | 28.97%-22.6pp |
| Employer contribution / active EE | $951 | $2,248-57.7% | $2,966-68.0% | $2,590-63.3% |
| Participant deferral / active EE | $2,230 | $4,217-47.1% | $4,851-54.0% | $4,291-48.0% |
| Admin fee / account holder | $20 | $2,708-99.3% | $8,254-99.8% | $1,588-98.7% |