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| Provider | Service type | Compensation |
|---|---|---|
SACKETT FINANCIAL ADVISORS2 years Filed as: SACKETT FINANCIAL GROUP Service code 26 915 IMPERIAL HWY - HWY 160 · BREA, CA 92821 | Advisory (Participants) | $13,174 |
SUNWEST PENSIONS2 years Service code 15 · EIN 86-0922116 | Recordkeeping | $9,283 |
Filed as: BUCKINGHAM RETIREMENT SOLUTIONS Service code 26 8182 MARYLAND AVE, SUITE 500 · ST. LOUIS, MO 63105 | Advisory (Participants) | $5,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $38,344 | $86,341-55.6% | $125,195-69.4% | $65,186-41.2% |
| Participation rate | 59.3% | 75.3%-16.0pp | 79.8%-20.5pp | 70.2%-10.9pp |
| Annual return | 14.49% | 27.44%-13.0pp | 43.79%-29.3pp | 29.39%-14.9pp |
| Employer contribution / active EE | $1,941 | $2,040-4.8% | $3,866-49.8% | $2,177-10.8% |
| Participant deferral / active EE | $3,750 | $3,538+6.0% | $4,937-24.1% | $3,514+6.7% |
| Admin fee / account holder | $350 | $609-42.5% | $9,704-96.4% | $847-58.6% |