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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TROMBINO PENSION ADMINISTRATRS INC Service code 15 · EIN 01-0577649 45946 CORTE CARMELLO · TEMECULA, CA 92592 | Recordkeeping | $6,518 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,744 | $63,905-72.2% | $74,184-76.1% | $57,658-69.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.6%-10.0pp | 70.2%-3.6pp |
| Annual return | 13.77% | 60.60%-46.8pp | 17.74%-4.0pp | 5.13%+8.6pp |
| Employer contribution / active EE | $1,461 | $1,840-20.6% | $2,370-38.3% | $1,974-26.0% |
| Participant deferral / active EE | $2,427 | $3,448-29.6% | $3,550-31.6% | $3,061-20.7% |
| Admin fee / account holder | $41 | $91-55.1% | $5,586-99.3% | $95-56.8% |