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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 06-1375177 100 LARKSPUR LANDING CIR, STE. 200 · LARKSPUR, CA 94939 | Other Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,740 | $75,183-85.7% | $123,894-91.3% | $55,167-80.5% |
| Participation rate | 77.1% | 72.8%+4.2pp | 81.4%-4.3pp | 69.0%+8.1pp |
| Annual return | 30.54% | 19.01%+11.5pp | 47.52%-17.0pp | 169.23%-138.7pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,321 | $5,084-34.7% | $5,984-44.5% | $3,054+8.7% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |