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| Provider | Service type | Compensation |
|---|---|---|
WHITE OAKS WEALTH ADVISORS4 years Service code 50 | Direct Payment | $67,273 |
DECIMAL, INC.3 years Filed as: DECIMAL INC. Service code 14 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $8,610 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,506 | $102,385-54.6% | $147,080-68.4% | $80,935-42.5% |
| Participation rate | 84.1% | 75.9%+8.3pp | 82.2%+1.9pp | 67.7%+16.5pp |
| Annual return | 8.36% | 135.09%-126.7pp | 420.17%-411.8pp | 35.66%-27.3pp |
| Employer contribution / active EE | $2,092 | $3,717-43.7% | $4,933-57.6% | $2,757-24.1% |
| Participant deferral / active EE | $4,031 | $6,651-39.4% | $8,066-50.0% | $4,299-6.3% |
| Admin fee / account holder | $627 | $7,951-92.1% | $12,989-95.2% | $6,924-90.9% |