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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,467 |
K A L L ACCOUNTANCY5 years Service code 10 · EIN 83-2920367 100 NORTH CITRUS STREET, SUITE 300 · WEST COVINA, CA 91791 | Accounting | $4,050 |
ALLIED CONSULTANTS, INC9+ years Service code 49 · EIN 95-4171622 14768 PIPELINE AVENUE · CHINO HILLS, CA 91709 | Other Services | $3,487 |
AMERICAN REALTY ADVISORS2 years Filed as: FIRST COMMERICAL BANK, LTD NEW YORK Service code 10 · EIN 95-4237397 | Accounting | $2,622 |
Service code 37 · EIN 04-2647786 OPERATIONS COMPANY · BOSTON, MA 02109 | Loan Processing | $288 |
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 | $140,025 | $130,294+7.5% | $170,028-17.6% | $71,495+95.9% |
| Participation rate | 67.5% | 86.2%-18.6pp | 87.0%-19.5pp | 67.9%-0.4pp |
| Annual return | 17.21% | 20.36%-3.2pp | 53.39%-36.2pp | 28.85%-11.6pp |
| Employer contribution / active EE | $2,060 | $4,385-53.0% | $6,788-69.6% | $2,589-20.4% |
| Participant deferral / active EE | $5,312 | $6,928-23.3% | $10,409-49.0% | $4,291+23.8% |
| Admin fee / account holder | $113 | $966-88.3% | $12,820-99.1% | $1,588-92.9% |