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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 | Claims processing; Recordkeeping and ... | $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 | $43,496+25.7% | $161,489-66.1% | $64,340-15.0% |
| Participation rate | 94.2% | 53.5%+40.6pp | 78.7%+15.5pp | 55.2%+38.9pp |
| Annual return | 11.27% | 20.76%-9.5pp | 89.72%-78.4pp | 24.14%-12.9pp |
| Employer contribution / active EE | $2,528 | $1,431+76.7% | $4,268-40.8% | $1,862+35.8% |
| Participant deferral / active EE | $5,412 | $1,996+171.2% | $5,630-3.9% | $2,980+81.6% |
| Admin fee / account holder | $536 | $2,330-77.0% | $16,006-96.6% | $3,703-85.5% |