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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 16 CORPORATE PLAZA · NEWPORT BEACH, CA 92660 | Investment Management | $39,023 |
RSM US LLP8+ years Service code 10 · EIN 42-0714325 18401 VON KARMAN AVENUE · IRVINE, CA 92612 | Accounting | $28,600 |
SAN DIEGO PENSION CONSULTANTS8+ years Service code 13 · EIN 33-0461574 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $6,850 |
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.)
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 | $79,156 | $86,692-8.7% | $119,634-33.8% | $66,949+18.2% |
| Participation rate | 99.4% | 75.6%+23.8pp | 79.3%+20.1pp | 69.8%+29.5pp |
| Annual return | -12.77% | -8.00%-4.8pp | -14.98%+2.2pp | 1.57%-14.3pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $452 | $755-40.2% | $10,329-95.6% | $594-23.9% |