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| Provider | Service type | Compensation |
|---|---|---|
CRANE ADVISORY LLC1 year Service code 27 801 E CHAPMAN AVE STE 104 · FULLERTON, CA 92831 | Advisory (Plan) | $112,221 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $28,634 |
LANCE SOLL & LUNGHARD LLP4 years Service code 10 203 N BREA BLVD STE 203 · BREA, CA 92821 | Accounting | $23,500 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,162 | $46,332+543.5% | $143,797+107.3% | $64,824+360.0% |
| Participation rate | 91.8% | 64.2%+27.5pp | 80.3%+11.5pp | 71.5%+20.3pp |
| Annual return | -18.27% | -10.05%-8.2pp | -0.04%-18.2pp | 32.84%-51.1pp |
| Employer contribution / active EE | $9,396 | $1,911+391.7% | $4,952+89.7% | $2,507+274.8% |
| Participant deferral / active EE | $18,032 | $2,647+581.1% | $5,638+219.8% | $4,311+318.3% |
| Admin fee / account holder | $416 | $154+170.4% | $14,679-97.2% | $188+121.5% |