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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 6602 OWENS DR STE 200 · PLEASANTON, CA 94588 | Advisory (Plan) | $21,833 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,196 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $14,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,312 | $28,416+45.4% | $73,550-43.8% | $69,631-40.7% |
| Participation rate | 20.8% | 38.3%-17.6pp | 54.9%-34.1pp | 70.7%-49.9pp |
| Annual return | 18.19% | -694.13%+712.3pp | -15.16%+33.3pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $810 | $897-9.7% | $1,804-55.1% | $3,224-74.9% |
| Admin fee / account holder | $277 | $104+165.5% | $2,320-88.1% | $110+150.9% |