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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 | $69,774+57.1% | $67,561+62.2% | $74,429+47.3% |
| Participation rate | 99.5% | 71.4%+28.1pp | 72.9%+26.6pp | 67.2%+32.3pp |
| Annual return | 15.60% | -40.53%+56.1pp | 3525.44%-3509.8pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $5,739 | $2,710+111.8% | $2,735+109.9% | $2,625+118.7% |
| Participant deferral / active EE | $9,633 | $3,636+164.9% | $4,003+140.6% | $4,348+121.5% |
| Admin fee / account holder | $153 | $890-82.8% | $4,006-96.2% | $1,944-92.1% |