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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $41,844 |
MATRANGA & COMPANY5 years Service code 15 6255 LUSK BLVD SUITE 150 · SAN DIEGO, CA 92121 | Recordkeeping | $5,455 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,087 | $80,724-78.8% | $103,333-83.5% | $74,495-77.1% |
| Participation rate | 99.5% | 65.7%+33.8pp | 74.5%+25.0pp | 67.2%+32.3pp |
| Annual return | 9.16% | 27.56%-18.4pp | 24.88%-15.7pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $1,894 | $3,157-40.0% | $3,868-51.0% | $2,623-27.8% |
| Participant deferral / active EE | $1,104 | $3,860-71.4% | $5,057-78.2% | $4,346-74.6% |
| Admin fee / account holder | $367 | $2,368-84.5% | $8,355-95.6% | $1,942-81.1% |