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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 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,489 | $70,606-83.7% | $53,898-78.7% | $142,382-91.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 9.21% | 619.81%-610.6pp | 528.60%-519.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,956 | $1,202+145.9% | $932+217.1% | $4,299-31.3% |
| Participant deferral / active EE | $1,070 | $2,364-54.7% | $1,826-41.4% | $6,507-83.6% |
| Admin fee / account holder | $100 | $2,852-96.5% | $2,491-96.0% | $12,624-99.2% |