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| Provider | Service type | Compensation |
|---|---|---|
KARP CAPITAL MANAGEMENT7+ years Service code 27 2269 CHESTNUT ST. #308 · SAN FRANCISCO, CA 94123 | Advisory (Plan) | $31,450 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,856 |
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 13 · EIN 68-0369583 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Contract Administrator | $13,575 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,456 | $59,220+61.2% | $96,570-1.2% | $79,391+20.2% |
| Participation rate | 34.4% | 61.9%-27.5pp | 69.8%-35.4pp | 70.7%-36.3pp |
| Annual return | 16.24% | 27.08%-10.8pp | 37.79%-21.6pp | 116.88%-100.6pp |
| Employer contribution / active EE | $304 | $1,216-75.0% | $2,357-87.1% | $2,428-87.5% |
| Participant deferral / active EE | $3,247 | $2,948+10.1% | $3,849-15.6% | $4,046-19.7% |
| Admin fee / account holder | $447 | $659-32.1% | $6,182-92.8% | $627-28.7% |