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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 | $55,457-50.7% | $77,361-64.7% | $94,015-70.9% |
| Participation rate | 78.1% | 69.8%+8.3pp | 75.0%+3.2pp | 70.8%+7.3pp |
| Annual return | 13.20% | 15.57%-2.4pp | 1011.54%-998.3pp | 17.84%-4.6pp |
| Employer contribution / active EE | $2,061 | $2,255-8.6% | $2,990-31.1% | $2,790-26.1% |
| Participant deferral / active EE | $2,591 | $3,069-15.6% | $3,911-33.7% | $4,249-39.0% |
| Admin fee / account holder | $147 | $4,334-96.6% | $5,894-97.5% | $8,951-98.4% |