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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,766 |
ALLIED CONSULTANTS, INC10+ years Service code 49 · EIN 95-4171622 14768 PIPELINE AVENUE · CHINO HILLS, CA 91709 | Other Services | $3,578 |
K A L L ACCOUNTANCY6 years Service code 10 · EIN 83-2920367 100 NORTH CITRUS STREET, SUITE 300 · WEST COVINA, CA 91791 | Accounting | $3,300 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 OPERATIONS COMPANY · BOSTON, MA 02109 | Loan Processing | $275 |
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 | $155,072 | $122,042+27.1% | $184,243-15.8% | $74,429+108.3% |
| Participation rate | 65.1% | 85.5%-20.4pp | 86.8%-21.7pp | 67.2%-2.1pp |
| Annual return | 15.28% | 19.91%-4.6pp | 28.82%-13.5pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $2,315 | $4,538-49.0% | $6,427-64.0% | $2,625-11.8% |
| Participant deferral / active EE | $6,147 | $7,143-13.9% | $9,132-32.7% | $4,348+41.4% |
| Admin fee / account holder | $92 | $1,252-92.7% | $13,914-99.3% | $1,944-95.3% |