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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP5 years Filed as: PKF SAN DIEGO, LLP Service code 10 · EIN 81-3391684 | Accounting | $17,363 |
ASCENSUS LLC5 years Filed as: ASCENSUS, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $10,182 |
RICHARD PROCHAZKA9+ years Service code 29 · EIN 95-3722191 | Legal | $6,780 |
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 | $11,058 | $76,738-85.6% | $56,411-80.4% | $145,922-92.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.04% | 2994.23%-2985.2pp | 1701.33%-1692.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,936 | $1,380+112.7% | $1,039+182.6% | $4,660-37.0% |
| Participant deferral / active EE | $1,040 | $2,623-60.4% | $1,952-46.7% | $6,688-84.5% |
| Admin fee / account holder | $83 | $3,334-97.5% | $2,829-97.1% | $13,397-99.4% |