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| Provider | Service type | Compensation |
|---|---|---|
CALIFORNIA RETIREMENT PLANS, INC.10+ years Filed as: CALIFORNIA PENSION ADMINISTRATORS Service code 13 · EIN 95-2792979 1 ORCHARD ROAD STE 220 · LAKE FOREST, CA 92630 | Contract Administrator | $47,684 |
DEREK RILEY1 year Filed as: J DEREK LEWIS & ASSOCIATES Service code 27 1001 DOVE ST STE 155 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $17,100 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,025 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,051 | $79,223+36.4% | $102,460+5.5% | $74,478+45.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 15.50% | 54.98%-39.5pp | 29.47%-14.0pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $4,419 | $2,363+87.0% | $3,025+46.1% | $2,626+68.3% |
| Participant deferral / active EE | $7,858 | $4,417+77.9% | $5,056+55.4% | $4,350+80.6% |
| Admin fee / account holder | $134 | $2,003-93.3% | $9,460-98.6% | $1,946-93.1% |