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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,378 |
K A L L ACCOUNTANCY4 years Service code 10 · EIN 83-2920367 100 NORTH CITRUS STREET, SUITE 300 · WEST COVINA, CA 91791 | Accounting | $3,700 |
ALLIED CONSULTANTS, INC8+ years Service code 49 · EIN 95-4171622 14768 PIPELINE AVENUE · CHINO HILLS, CA 91709 | Other Services | $3,258 |
AMERICAN REALTY ADVISORS1 year Filed as: FIRST COMMERICAL BANK, LTD NEW YORK Service code 10 · EIN 95-4237397 | Accounting | $2,258 |
Service code 37 · EIN 04-2647786 OPERATIONS COMPANY · BOSTON, MA 02109 | Loan Processing | $328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,575 | $102,661+19.4% | $151,639-19.2% | $66,938+83.1% |
| Participation rate | 63.8% | 85.5%-21.8pp | 87.5%-23.7pp | 69.8%-6.1pp |
| Annual return | -14.43% | -10.81%-3.6pp | 3.34%-17.8pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,838 | $4,184-56.1% | $6,165-70.2% | $2,545-27.8% |
| Participant deferral / active EE | $4,996 | $6,645-24.8% | $8,363-40.3% | $4,238+17.9% |
| Admin fee / account holder | $118 | $630-81.3% | $11,613-99.0% | $594-80.1% |