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| Provider | Service type | Compensation |
|---|---|---|
Filed as: POLARIS GREYSTONE FINANCIAL GROUP Service code 28 824 E STREET · SAN RAFAEL, CA 94901 | Investment Management | $15,024 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $2,399 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,932 | $52,967-26.5% | $172,753-77.5% | $65,186-40.3% |
| Participation rate | 35.1% | 66.2%-31.1pp | 82.6%-47.6pp | 70.2%-35.1pp |
| Annual return | 17.45% | 30.12%-12.7pp | 803.00%-785.6pp | 29.39%-11.9pp |
| Employer contribution / active EE | $1,031 | $2,190-52.9% | $5,144-80.0% | $2,177-52.6% |
| Participant deferral / active EE | $1,601 | $2,471-35.2% | $5,198-69.2% | $3,514-54.4% |
| Admin fee / account holder | $295 | $472-37.4% | $13,956-97.9% | $847-65.1% |