Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 45-2820500 2355 CRENSHAW BLVD., STE 155 · TORRANCE, CA 90501 | Accounting | $29,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,377 | $56,152+103.7% | $185,861-38.5% | $73,412+55.8% |
| Participation rate | 56.0% | 67.6%-11.5pp | 78.0%-22.0pp | 72.2%-16.2pp |
| Annual return | 17.17% | 17.59%-0.4pp | 35.96%-18.8pp | 59.30%-42.1pp |
| Employer contribution / active EE | $1,677 | $1,532+9.5% | $4,088-59.0% | $2,234-24.9% |
| Participant deferral / active EE | $3,162 | $3,659-13.6% | $5,634-43.9% | $3,806-16.9% |
| Admin fee / account holder | $153 | $132+16.2% | $9,503-98.4% | $158-2.8% |