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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $70,872 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,693 |
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.
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 | $135,246 | $73,638+83.7% | $95,956+40.9% | $73,493+84.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 11.23% | 16.78%-5.6pp | 91.63%-80.4pp | 28.51%-17.3pp |
| Employer contribution / active EE | $1,550 | $1,863-16.8% | $2,541-39.0% | $2,270-31.7% |
| Participant deferral / active EE | $4,928 | $3,617+36.3% | $4,167+18.3% | $3,740+31.8% |
| Admin fee / account holder | $520 | $482+7.9% | $6,797-92.3% | $513+1.4% |