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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $5,821 |
Service code 66 | Insurance mortality and expense charg... | $5,677 |
Filed as: TRUOG-RYDING COMPANY INC Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $1,425 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 | Recordkeeping | $632 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 · EIN 42-1445429 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $0 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,386 | $58,312-34.2% | $86,656-55.7% | $71,529-46.3% |
| Participation rate | 28.4% | 65.0%-36.7pp | 71.7%-43.3pp | 67.9%-39.6pp |
| Annual return | 11.24% | 24.08%-12.8pp | 593.09%-581.8pp | 28.97%-17.7pp |
| Employer contribution / active EE | $1,085 | $2,576-57.9% | $3,025-64.1% | $2,590-58.1% |
| Participant deferral / active EE | $1,857 | $3,439-46.0% | $4,439-58.2% | $4,291-56.7% |
| Admin fee / account holder | $83 | $1,057-92.1% | $5,619-98.5% | $1,588-94.8% |