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| Provider | Service type | Compensation |
|---|---|---|
CROSSPLANS1 year Service code 13 23041 AVENIDA DE LA CARLOTA · LAGUNA HILLS, CA 92653 | Contract Administrator | $750 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,784 | $107,378-90.9% | $108,582-91.0% | $57,658-83.0% |
| Participation rate | 99.6% | 77.1%+22.5pp | 79.6%+20.1pp | 70.2%+29.4pp |
| Annual return | 8.19% | 12.80%-4.6pp | -51.70%+59.9pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,349 | $1,782-24.3% | $3,758-64.1% | $1,974-31.7% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $2 | $108-98.0% | $7,645-100.0% | $95-97.7% |