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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP6 years Filed as: PKF SAN DIEGO, LLP Service code 10 · EIN 81-3391684 | Accounting | $16,800 |
RICHARD PROCHAZKA10+ years Service code 29 · EIN 95-3722191 | Legal | $12,896 |
ASCENSUS LLC6 years Filed as: ASCENSUS, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $10,483 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,489 | $174,018-93.4% | $136,833-91.6% | $198,609-94.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.0%+41.0pp | 82.4%+17.6pp |
| Annual return | 9.21% | 35.16%-26.0pp | 35.32%-26.1pp | 202.70%-193.5pp |
| Employer contribution / active EE | $2,956 | $1,571+88.1% | $1,319+124.1% | $5,055-41.5% |
| Participant deferral / active EE | $1,070 | $2,873-62.8% | $2,441-56.2% | $6,977-84.7% |
| Admin fee / account holder | $100 | $5,434-98.2% | $4,706-97.9% | $19,030-99.5% |