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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 | $94,439-87.8% | $73,658-84.4% | $154,746-92.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 9.21% | 28.25%-19.0pp | 29.72%-20.5pp | 172.34%-163.1pp |
| Employer contribution / active EE | $2,956 | $1,257+135.1% | $1,032+186.3% | $4,379-32.5% |
| Participant deferral / active EE | $1,070 | $2,527-57.7% | $2,062-48.1% | $6,730-84.1% |
| Admin fee / account holder | $100 | $3,843-97.4% | $3,357-97.0% | $14,365-99.3% |