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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,726 |
Service code 16 · EIN 26-4310632 | Consulting | $3,383 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $718 |
BANKS ACCOUNTANCY1 year Service code 10 · EIN 82-1607473 13821 NEWPORT AVENUE SUITE 170 · TUSTIN, CA 92780 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $100,801-100.0% | $149,745-100.0% | $73,412-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 82.5%-82.5pp | 72.2%-72.2pp |
| Annual return | 7.06% | 265.34%-258.3pp | 276.72%-269.7pp | 59.30%-52.2pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |