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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 824 E STREET · SAN RAFAEL, CA 94901 | Investment Management | $9,270 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $8,093 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,311 | $75,832-81.1% | $147,617-90.3% | $59,633-76.0% |
| Participation rate | 47.3% | 71.6%-24.3pp | 84.6%-37.3pp | 68.7%-21.4pp |
| Annual return | -9.33% | 0.37%-9.7pp | 61.98%-71.3pp | 2041.45%-2050.8pp |
| Employer contribution / active EE | $1,283 | $3,485-63.2% | $5,564-76.9% | $2,203-41.7% |
| Participant deferral / active EE | $1,868 | $3,131-40.3% | $4,895-61.8% | $3,192-41.5% |
| Admin fee / account holder | $279 | $5,986-95.3% | $11,612-97.6% | $4,297-93.5% |