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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $82,428 |
EMBREE FINANCIAL GROUP1 year Service code 27 · EIN 36-3983748 | Advisory (Plan) | $42,382 |
Service code 49 · EIN 33-0001862 30212 TOMAS, SUITE 275 · RANCHO SANTA MARGARITA, CA 92688 | Other Services | $5,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,506 | $41,467+4.9% | $67,313-35.4% | $55,725-21.9% |
| Participation rate | 57.3% | 62.5%-5.2pp | 69.1%-11.8pp | 70.9%-13.5pp |
| Annual return | -5.08% | 0.82%-5.9pp | -4.08%-1.0pp | 244.93%-250.0pp |
| Employer contribution / active EE | $473 | $1,316-64.1% | $2,566-81.6% | $2,078-77.2% |
| Participant deferral / active EE | $3,759 | $2,399+56.7% | $3,568+5.4% | $3,356+12.0% |
| Admin fee / account holder | $322 | $102+215.5% | $4,507-92.9% | $115+179.5% |