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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 16 CORPORATE PLAZA · NEWPORT BEACH, CA 92660 | Investment Management | $62,503 |
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 16140 SAND CANYON AVENUE · IRVINE, CA 92618 | Accounting | $20,500 |
SAN DIEGO PENSION CONSULTANTS9+ years Service code 13 · EIN 33-0461574 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $5,450 |
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 | $84,546 | $83,090+1.8% | $130,062-35.0% | $71,529+18.2% |
| Participation rate | 98.7% | 74.1%+24.6pp | 78.5%+20.2pp | 67.9%+30.8pp |
| Annual return | 10.33% | 20.61%-10.3pp | -137.37%+147.7pp | 28.97%-18.6pp |
| Employer contribution / active EE | $0 | $2,624-100.0% | $4,322-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $540 | $1,727-68.7% | $10,601-94.9% | $1,588-66.0% |