Filed February 21, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VERISIGHT, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $87,778 |
DOUBLE BAY MANAGEMENT & PLANNING1+ years Service code 27 50 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $70,193 |
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.
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 | $125,065 | $55,182+126.6% | $73,309+70.6% | $55,191+126.6% |
| Participation rate | 97.2% | 73.9%+23.2pp | 74.9%+22.3pp | 69.2%+28.0pp |
| Annual return | -1.62% | 8.55%-10.2pp | 5.67%-7.3pp | 10.78%-12.4pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $6,643 | $4,641+43.1% | $4,991+33.1% | $3,046+118.1% |
| Admin fee / account holder | $301 | $68+340.2% | $5,635-94.6% | $91+232.1% |