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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,141 |
Service code 37 · EIN 04-2647786 | Loan Processing | $56,060 |
Filed as: SEQUOIA 401K ADVISORY SERVICE Service code 27 1850 GATEWAY DRIVE · SAN MATEO, CA 94404 | Advisory (Plan) | $27,183 |
SENSIBA SAN FILIPPO LLP2 years Filed as: SENSIBA LLP Service code 27 P.O. BOX 3687 · HAYWARD, CA 94540 | Advisory (Plan) | $19,800 |
TRUCKER HUSS, A PROFESSIONAL CORPO1 year Service code 29 · EIN 94-3216063 | Legal | $6,345 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,263 | $150,541-0.2% | $145,433+3.3% | $103,975+44.5% |
| Participation rate | 97.0% | 81.1%+15.9pp | 82.1%+14.9pp | 72.5%+24.5pp |
| Annual return | 21.82% | 20.73%+1.1pp | 66.58%-44.8pp | 19.41%+2.4pp |
| Employer contribution / active EE | $9,752 | $5,177+88.4% | $4,554+114.1% | $3,722+162.0% |
| Participant deferral / active EE | $23,393 | $9,456+147.4% | $7,897+196.2% | $5,343+337.9% |
| Admin fee / account holder | $98 | $165-40.3% | $13,129-99.3% | $332-70.4% |