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| Provider | Service type | Compensation |
|---|---|---|
MARK NARDELLA5+ years Filed as: MARK TOMEI Service code 61 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94101 | Finders' fees / placement fees | $16,642 |
EPLAN ADVISORS, LLC4 years Service code 17 · EIN 36-1543746 | Pension Consulting | $9,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,310 | $66,601-38.0% | $92,909-55.5% | $67,579-38.9% |
| Participation rate | 24.1% | 72.5%-48.4pp | 76.0%-52.0pp | 71.3%-47.2pp |
| Annual return | 21.20% | 92.58%-71.4pp | 109.44%-88.2pp | 378.56%-357.4pp |
| Employer contribution / active EE | $749 | $2,775-73.0% | $3,653-79.5% | $2,148-65.1% |
| Participant deferral / active EE | $1,436 | $3,157-54.5% | $4,238-66.1% | $3,539-59.4% |
| Admin fee / account holder | $276 | $199+38.9% | $5,795-95.2% | $142+94.2% |