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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 4340 REDWOOD HIGHWAY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,397 |
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,750 | $117,841+25.4% | $102,423+44.3% | $145,922+1.3% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 10.30% | 31.65%-21.4pp | 29.32%-19.0pp | 561.29%-551.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $19,487 | $5,731+240.0% | $5,053+285.7% | $6,688+191.4% |
| Admin fee / account holder | $292 | $13,326-97.8% | $9,451-96.9% | $13,397-97.8% |