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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $47,278 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $600 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737784 | Shareholder servicing fees; Securitie... | $50 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,283 | $138,385+65.7% | $184,243+24.4% | $80,925+183.3% |
| Participation rate | 82.0% | 83.9%-1.9pp | 86.8%-4.8pp | 67.7%+14.3pp |
| Annual return | 16.35% | 20.02%-3.7pp | 28.82%-12.5pp | 35.65%-19.3pp |
| Employer contribution / active EE | $2,891 | $4,851-40.4% | $6,427-55.0% | $2,756+4.9% |
| Participant deferral / active EE | $16,662 | $7,075+135.5% | $9,132+82.5% | $4,299+287.6% |
| Admin fee / account holder | $674 | $10,489-93.6% | $13,914-95.2% | $6,940-90.3% |