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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $12,070 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,939 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $3,702 |
Filed as: CALIFORNIA CRAFT BREWERS Service code 17 · EIN 94-3138723 | Pension Consulting | $862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $37,587 | $44,714-15.9% | $91,227-58.8% | $66,949-43.9% |
| Participation rate | 25.5% | 65.0%-39.6pp | 73.2%-47.7pp | 69.8%-44.4pp |
| Annual return | -18.84% | -12.25%-6.6pp | 114.14%-133.0pp | 1.57%-20.4pp |
| Employer contribution / active EE | $893 | $1,710-47.8% | $2,851-68.7% | $2,545-64.9% |
| Participant deferral / active EE | $1,516 | $3,355-54.8% | $4,234-64.2% | $4,239-64.2% |
| Admin fee / account holder | $360 | $521-31.0% | $5,423-93.4% | $594-39.4% |