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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HIGHWAY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $36,000 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,680 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,601 | $69,771+57.1% | $67,524+62.3% | $74,400+47.3% |
| Participation rate | 99.5% | 71.4%+28.1pp | 72.9%+26.6pp | 67.2%+32.3pp |
| Annual return | 15.60% | -40.49%+56.1pp | 3519.41%-3503.8pp | 1367.51%-1351.9pp |
| Employer contribution / active EE | $5,739 | $2,710+111.8% | $2,734+109.9% | $2,624+118.7% |
| Participant deferral / active EE | $9,633 | $3,638+164.8% | $4,001+140.7% | $4,348+121.5% |
| Admin fee / account holder | $153 | $889-82.8% | $4,001-96.2% | $1,944-92.1% |