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| Provider | Service type | Compensation |
|---|---|---|
MARK NARDELLA3+ years Filed as: MARK TOMEI Service code 61 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94101 | Finders' fees / placement fees | $10,068 |
EPLAN ADVISORS, LLC2 years Service code 17 · EIN 36-1543746 | Pension Consulting | $6,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,901 | $60,545-40.7% | $92,240-61.1% | $69,631-48.4% |
| Participation rate | 18.7% | 72.2%-53.4pp | 76.5%-57.8pp | 70.7%-52.0pp |
| Annual return | 10.33% | 19.71%-9.4pp | 176.29%-166.0pp | 27571.02%-27560.7pp |
| Employer contribution / active EE | $581 | $2,633-77.9% | $3,680-84.2% | $2,032-71.4% |
| Participant deferral / active EE | $1,126 | $2,828-60.2% | $3,897-71.1% | $3,224-65.1% |
| Admin fee / account holder | $258 | $145+78.3% | $5,194-95.0% | $110+133.8% |