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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 4340 REDWOOD HIGHWAY SUITE B60 · SAN RAFAEL, CA 94903 | Investment Management | $15,866 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
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 | $27,330 | $47,479-42.4% | $62,929-56.6% | $82,448-66.9% |
| Participation rate | 78.1% | 66.9%+11.3pp | 73.1%+5.0pp | 68.1%+10.1pp |
| Annual return | 13.20% | 20.34%-7.1pp | 1063.93%-1050.7pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,061 | $1,885+9.3% | $2,505-17.7% | $2,551-19.2% |
| Participant deferral / active EE | $2,591 | $2,870-9.7% | $3,888-33.4% | $4,139-37.4% |
| Admin fee / account holder | $147 | $3,804-96.1% | $5,065-97.1% | $7,234-98.0% |