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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,885 |
RPA FINANCIAL LLC4 years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,680 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,131 | $50,529-18.6% | $66,042-37.7% | $85,563-51.9% |
| Participation rate | 44.7% | 57.7%-13.0pp | 67.5%-22.8pp | 66.0%-21.3pp |
| Annual return | 14.15% | 18.34%-4.2pp | 52.11%-38.0pp | 31.51%-17.4pp |
| Employer contribution / active EE | $623 | $1,111-43.9% | $1,579-60.5% | $2,654-76.5% |
| Participant deferral / active EE | $1,747 | $2,768-36.9% | $2,835-38.4% | $4,375-60.1% |
| Admin fee / account holder | $306 | $1,005-69.5% | $5,747-94.7% | $834-63.3% |