Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 94-1688642 2831 CAMINO DEL RIO S 207 · SAN DIEGO, CA 92108 | Contract Administrator | $67,191 |
CARNE GLOBAL FUND MANAGERS LTD1+ years Filed as: CARNE, LAZARUS & GOLDBARG Service code 10 · EIN 33-0784506 2445 FIFTH AVENUE, SUITE 230 · SAN DIEGO, CA 921011665 | Accounting | $20,445 |
RICHARD PROCHAZKA1+ years Service code 29 · EIN 95-3722191 2525 CAMINO DEL RIO SOUTH 209 · SAN DIEGO, CA 92108 | Legal | $10,615 |
NUWEST INSURANCE SERVICES1+ years Filed as: NUWEST INSURANCE Service code 22 · EIN 33-0194819 2201 DUPONT DRIVE SUITE 310 · IRVINE, CA 926127510 | Insurance Broker | $8,541 |
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 | $11,559 | $103,949-88.9% | $69,182-83.3% | $273,972-95.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | -2.19% | 35.28%-37.5pp | -21.93%+19.7pp | 41.46%-43.6pp |
| Employer contribution / active EE | $1,564 | $1,783-12.3% | $1,206+29.7% | $4,869-67.9% |
| Participant deferral / active EE | $504 | $2,716-81.4% | $1,897-73.4% | $5,287-90.5% |
| Admin fee / account holder | $276 | $3,671-92.5% | $2,697-89.8% | $10,133-97.3% |