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| Provider | Service type | Compensation |
|---|---|---|
DOEREN MAYHEW1 year Service code 10 · EIN 38-2492570 | Accounting | $15,000 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $11,211 |
Service code 28 824 E STREET · SAN RAFAEL, CA 94901 | Investment Management | $7,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $22,319 | $77,638-71.3% | $156,551-85.7% | $62,881-64.5% |
| Participation rate | 32.7% | 71.2%-38.5pp | 84.0%-51.4pp | 69.3%-36.7pp |
| Annual return | 2.40% | 50.33%-47.9pp | 32.23%-29.8pp | 20.14%-17.7pp |
| Employer contribution / active EE | $714 | $3,444-79.3% | $5,501-87.0% | $2,281-68.7% |
| Participant deferral / active EE | $1,013 | $3,046-66.7% | $4,871-79.2% | $3,203-68.4% |
| Admin fee / account holder | $641 | $5,561-88.5% | $13,028-95.1% | $4,296-85.1% |