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| Provider | Service type | Compensation |
|---|---|---|
KARP CAPITAL MANAGEMENT5+ years Service code 27 2269 CHESTNUT ST. #308 · SAN FRANCISCO, CA 94123 | Advisory (Plan) | $22,076 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,145 |
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 13 · EIN 68-0369583 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Contract Administrator | $10,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,747 | $49,138+52.1% | $84,021-11.0% | $65,185+14.7% |
| Participation rate | 32.6% | 60.7%-28.1pp | 69.0%-36.4pp | 70.2%-37.6pp |
| Annual return | 19.46% | 23.00%-3.5pp | 71.32%-51.9pp | 29.38%-9.9pp |
| Employer contribution / active EE | $217 | $914-76.2% | $1,984-89.1% | $2,177-90.0% |
| Participant deferral / active EE | $2,247 | $2,397-6.2% | $3,239-30.6% | $3,514-36.0% |
| Admin fee / account holder | $285 | $543-47.5% | $6,102-95.3% | $847-66.3% |