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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $59,153 |
PROFESSIONAL CAPITAL SERVICES, LLC10+ years Service code 12 1801 MARKET STREETSUITE 1000 · PHILADELPHIA, PA 19103 | Recordkeeping and information managem... | $30,435 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,684 | $46,688+17.1% | $189,758-71.2% | $69,733-21.6% |
| Participation rate | 94.2% | 61.7%+32.5pp | 79.8%+14.4pp | 62.5%+31.7pp |
| Annual return | 11.27% | 14.35%-3.1pp | 52.62%-41.3pp | 15.22%-3.9pp |
| Employer contribution / active EE | $2,528 | $1,695+49.1% | $4,767-47.0% | $2,250+12.3% |
| Participant deferral / active EE | $5,412 | $2,143+152.6% | $5,856-7.6% | $3,054+77.2% |
| Admin fee / account holder | $536 | $1,700-68.5% | $20,388-97.4% | $3,102-82.7% |