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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HOLTHOUSE CARLIN VAN TRIGT LLP Service code 50 FILE 1404 · PASADENA, CA 911991404 | Direct Payment | $16,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,537 | $104,336+59.6% | $159,474+4.4% | $86,821+91.8% |
| Participation rate | 65.7% | 77.7%-12.0pp | 82.8%-17.1pp | 72.3%-6.6pp |
| Annual return | 18.09% | 26.32%-8.2pp | 263.68%-245.6pp | 97.94%-79.8pp |
| Employer contribution / active EE | $4,835 | $3,451+40.1% | $4,831+0.1% | $2,406+101.0% |
| Participant deferral / active EE | $11,117 | $6,837+62.6% | $7,353+51.2% | $4,132+169.1% |
| Admin fee / account holder | $24 | $172-86.2% | $10,802-99.8% | $170-86.0% |