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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 196 S FIR ST, STE 140 · VENTURA, CA 93001 | Advisory (Plan) | $33,070 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,044 | $44,398-34.6% | $103,693-72.0% | $65,191-55.4% |
| Participation rate | 99.7% | 54.3%+45.4pp | 72.6%+27.1pp | 63.0%+36.7pp |
| Annual return | 4.93% | 325.62%-320.7pp | 47.61%-42.7pp | 51.24%-46.3pp |
| Employer contribution / active EE | $3,236 | $1,702+90.1% | $2,920+10.8% | $2,400+34.8% |
| Participant deferral / active EE | $0 | $1,797-100.0% | $4,579-100.0% | $2,671-100.0% |
| Admin fee / account holder | $77 | $856-91.0% | $7,858-99.0% | $907-91.5% |