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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 | $44,206-34.3% | $94,057-69.1% | $64,728-55.1% |
| Participation rate | 99.7% | 51.0%+48.7pp | 73.3%+26.4pp | 57.9%+41.8pp |
| Annual return | 4.93% | 259.42%-254.5pp | 480.62%-475.7pp | 49.38%-44.5pp |
| Employer contribution / active EE | $3,236 | $1,635+97.9% | $2,933+10.3% | $2,243+44.3% |
| Participant deferral / active EE | $0 | $1,902-100.0% | $4,709-100.0% | $2,729-100.0% |
| Admin fee / account holder | $77 | $1,230-93.7% | $7,244-98.9% | $1,145-93.3% |