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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $99,830 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $60,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $7,263 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,749 | $104,336+122.1% | $159,455+45.3% | $86,813+167.0% |
| Participation rate | 98.0% | 77.7%+20.3pp | 82.8%+15.2pp | 72.3%+25.7pp |
| Annual return | 11.99% | 26.32%-14.3pp | 263.63%-251.6pp | 97.93%-85.9pp |
| Employer contribution / active EE | $5,152 | $3,451+49.3% | $4,830+6.7% | $2,406+114.1% |
| Participant deferral / active EE | $8,693 | $6,837+27.1% | $7,353+18.2% | $4,131+110.4% |
| Admin fee / account holder | $319 | $172+85.5% | $10,800-97.0% | $170+88.4% |