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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,006 |
Service code 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $5,989 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,377 | $63,365+63.1% | $91,994+12.4% | $72,976+41.7% |
| Participation rate | 57.9% | 72.5%-14.6pp | 78.6%-20.7pp | 69.5%-11.6pp |
| Annual return | 22.66% | 35.35%-12.7pp | 69.04%-46.4pp | 81.02%-58.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,832 | $4,883-1.1% | $5,924-18.4% | $3,608+33.9% |
| Admin fee / account holder | $347 | $4,670-92.6% | $7,744-95.5% | $5,124-93.2% |