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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF SAN DIEGO, LLP Service code 10 · EIN 81-3391684 | Accounting | $12,500 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $11,095 |
RICHARD PROCHAZKA6+ years Service code 29 · EIN 95-3722191 | Legal | $6,120 |
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 | $15,570 | $39,028-60.1% | $80,741-80.7% | $85,847-81.9% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 27.98% | 26.31%+1.7pp | 87.30%-59.3pp | 318.61%-290.6pp |
| Employer contribution / active EE | $1,340 | $722+85.5% | $1,160+15.5% | $2,565-47.8% |
| Participant deferral / active EE | $531 | $1,326-59.9% | $2,145-75.2% | $3,952-86.6% |
| Admin fee / account holder | $54 | $2,429-97.8% | $3,380-98.4% | $6,261-99.1% |