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| Provider | Service type | Compensation |
|---|---|---|
ARROYO INSURANCE SERVICES INC1+ years Filed as: ARROYO INSURANCE SERVICES Service code 16 PO BOX 55248 · SHERMAN OAKS, CA 914130248 | Consulting | $5,260 |
R-TECH CONSULTANTS, INC.1+ years Service code 13 21331 COSTANSO ST. · WOODLAND HILLS, CA 91364 | Contract Administrator | $3,758 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,151 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,731 | $72,770-71.5% | $67,652-69.4% | $55,191-62.4% |
| Participation rate | 68.4% | 78.8%-10.4pp | 75.7%-7.3pp | 69.2%-0.8pp |
| Annual return | -0.16% | -3.26%+3.1pp | 6625.40%-6625.6pp | 10.78%-10.9pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $993 | $3,408-70.9% | $3,560-72.1% | $3,046-67.4% |
| Admin fee / account holder | $11 | $79-86.7% | $4,821-99.8% | $91-88.4% |