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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Recordkeeping | $35,000 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $34,314 |
CARON & BLETZER, PLLC9 years Service code 10 · EIN 04-3499945 | Accounting | $14,400 |
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 | $202,056 | $129,227+56.4% | $184,256+9.7% | $77,762+159.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 16.71% | 33.24%-16.5pp | 28.85%-12.1pp | 31.27%-14.6pp |
| Employer contribution / active EE | $8,422 | $4,412+90.9% | $6,427+31.0% | $2,728+208.7% |
| Participant deferral / active EE | $14,840 | $7,307+103.1% | $9,133+62.5% | $4,651+219.1% |
| Admin fee / account holder | $324 | $256+26.6% | $13,899-97.7% | $433-25.2% |