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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SACKETT FINANCIAL GROUP Service code 26 915 IMPERIAL HWY - HWY 160 · BREA, CA 92821 | Advisory (Participants) | $10,907 |
SUNWEST PENSIONS1 year Service code 15 · EIN 86-0922116 | Recordkeeping | $3,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,580 | $66,302-61.4% | $110,243-76.8% | $56,289-54.6% |
| Participation rate | 48.1% | 74.9%-26.8pp | 79.8%-31.8pp | 69.9%-21.8pp |
| Annual return | -7.95% | -1.18%-6.8pp | 314.76%-322.7pp | -9.96%+2.0pp |
| Employer contribution / active EE | $1,333 | $2,047-34.9% | $3,827-65.2% | $2,111-36.9% |
| Participant deferral / active EE | $2,619 | $3,381-22.5% | $4,672-43.9% | $3,350-21.8% |
| Admin fee / account holder | $244 | $698-65.0% | $8,548-97.1% | $521-53.1% |