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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,489 | $67,823-83.1% | $52,425-78.1% | $137,256-91.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 9.21% | 219.11%-209.9pp | 302.12%-292.9pp | 220.34%-211.1pp |
| Employer contribution / active EE | $2,956 | $1,163+154.1% | $914+223.3% | $4,156-28.9% |
| Participant deferral / active EE | $1,070 | $2,288-53.2% | $1,790-40.3% | $6,407-83.3% |
| Admin fee / account holder | $100 | $2,844-96.5% | $2,495-96.0% | $12,270-99.2% |