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| Provider | Service type | Compensation |
|---|---|---|
KARP CAPITAL MANAGEMENT8+ years Service code 27 2269 CHESTNUT ST. #308 · SAN FRANCISCO, CA 94123 | Advisory (Plan) | $26,533 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,044 |
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 13 · EIN 68-0369583 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Contract Administrator | $13,325 |
Filed as: MIRACLE MILE ADVISORS Service code 27 11300 OLYMPIC BLVD, UNIT 800 · LOS ANGELES, CA 90064 | Advisory (Plan) | $2,360 |
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 | $80,522 | $49,451+62.8% | $79,580+1.2% | $66,938+20.3% |
| Participation rate | 40.8% | 61.3%-20.5pp | 69.5%-28.7pp | 69.8%-29.0pp |
| Annual return | -13.50% | 84.25%-97.8pp | 0.15%-13.7pp | 1.58%-15.1pp |
| Employer contribution / active EE | $368 | $1,266-70.9% | $2,413-84.8% | $2,545-85.5% |
| Participant deferral / active EE | $3,924 | $3,159+24.2% | $3,985-1.5% | $4,238-7.4% |
| Admin fee / account holder | $371 | $595-37.6% | $6,835-94.6% | $594-37.5% |