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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP1 year Service code 64 5530 CORBIN AVENUE · POWAY, CA 91356 | Recordkeeping Fees | $6,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,169 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 55 · EIN 26-4310632 | Other Commissions | $2,421 |
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 | $64,850 | $63,314+2.4% | $91,004-28.7% | $62,293+4.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 11.94% | 21.00%-9.1pp | 4.60%+7.3pp | 28.90%-17.0pp |
| Employer contribution / active EE | $526 | $1,807-70.9% | $2,456-78.6% | $2,042-74.3% |
| Participant deferral / active EE | $5,262 | $2,944+78.8% | $3,548+48.3% | $3,169+66.0% |
| Admin fee / account holder | $65 | $468-86.0% | $5,417-98.8% | $479-86.3% |