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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 824 E STREET · SAN RAFAEL, CA 94901 | Investment Management | $12,753 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $9,277 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,563 | $84,236-57.8% | $170,435-79.1% | $70,126-49.3% |
| Participation rate | 35.8% | 70.8%-35.0pp | 83.6%-47.8pp | 69.5%-33.8pp |
| Annual return | 10.20% | 23.06%-12.9pp | 205.94%-195.7pp | 73.15%-62.9pp |
| Employer contribution / active EE | $910 | $3,387-73.1% | $5,432-83.3% | $2,343-61.2% |
| Participant deferral / active EE | $1,361 | $3,086-55.9% | $4,939-72.4% | $3,332-59.1% |
| Admin fee / account holder | $531 | $5,698-90.7% | $13,881-96.2% | $4,645-88.6% |