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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 16 CORPORATE PLAZA · NEWPORT BEACH, CA 92660 | Investment Management | $50,800 |
WRIGHT FORD YOUNG & CO2 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 16140 SAND CANYON AVENUE · IRVINE, CA 92618 | Accounting | $8,000 |
SAN DIEGO PENSION CONSULTANTS10+ years Service code 13 · EIN 33-0461574 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $5,430 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,123 | $88,203-21.6% | $165,100-58.1% | $74,478-7.2% |
| Participation rate | 98.8% | 73.1%+25.7pp | 78.6%+20.2pp | 67.2%+31.6pp |
| Annual return | 6.23% | 17.13%-10.9pp | 70.21%-64.0pp | 1370.56%-1364.3pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $329 | $2,235-85.3% | $12,696-97.4% | $1,946-83.1% |