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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 | $50,554-45.9% | $67,681-59.6% | $87,485-68.8% |
| Participation rate | 78.1% | 67.7%+10.4pp | 73.7%+4.4pp | 68.9%+9.2pp |
| Annual return | 13.20% | 17.81%-4.6pp | 590.58%-577.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $2,061 | $1,988+3.6% | $2,678-23.1% | $2,596-20.6% |
| Participant deferral / active EE | $2,591 | $2,961-12.5% | $3,976-34.8% | $4,274-39.4% |
| Admin fee / account holder | $147 | $4,132-96.4% | $6,100-97.6% | $7,775-98.1% |