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| Provider | Service type | Compensation |
|---|---|---|
MARK NARDELLA1+ years Filed as: MARK TOMEI Service code 61 555 CALIFORNIA STREET SUITE 230 · SAN FRANCISCO, CA 94104 | Finders' fees / placement fees | $5,719 |
EPLAN ADVISORS, LLC1+ years Filed as: EPLAN ADVISORS LLC Service code 17 · EIN 84-1543749 | Pension Consulting | $3,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,600 | $50,464-37.4% | $75,784-58.3% | $52,331-39.6% |
| Participation rate | 18.6% | 66.8%-48.2pp | 75.8%-57.3pp | 68.1%-49.5pp |
| Annual return | -4.35% | 1.03%-5.4pp | 9.68%-14.0pp | 4.54%-8.9pp |
| Employer contribution / active EE | $544 | $1,988-72.7% | $3,323-83.6% | $1,882-71.1% |
| Participant deferral / active EE | $1,284 | $2,570-50.1% | $3,652-64.8% | $3,022-57.5% |
| Admin fee / account holder | $226 | $1,103-79.5% | $5,300-95.7% | $592-61.7% |