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| Provider | Service type | Compensation |
|---|---|---|
THOMAS BEAL1 year Filed as: THOMAS DOLL Service code 27 165 LENNON LANE · WALNUT CREEK, CA 94598 | Advisory (Plan) | $98,447 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,918 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,653 | $52,293+371.7% | $178,499+38.2% | $73,412+236.0% |
| Participation rate | 99.3% | 65.3%+33.9pp | 81.9%+17.3pp | 72.2%+27.1pp |
| Annual return | 15.10% | 34.75%-19.7pp | 151.10%-136.0pp | 59.30%-44.2pp |
| Employer contribution / active EE | $26,625 | $1,735+1434.2% | $5,011+431.3% | $2,234+1092.0% |
| Participant deferral / active EE | $14,300 | $2,332+513.2% | $5,202+174.9% | $3,806+275.8% |
| Admin fee / account holder | $409 | $127+221.1% | $13,986-97.1% | $158+159.0% |