Filed January 4, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 47-1411118 4340 REDWOOD HIGHWAY, SUITE B-60 · SAN RAFAEL, CA 94903 | Other Fees | $19,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,166 | $66,009-74.0% | $81,780-79.0% | $77,692-77.9% |
| Participation rate | 29.5% | 65.8%-36.3pp | 72.4%-42.8pp | 70.6%-41.1pp |
| Annual return | 13.86% | 26.66%-12.8pp | 776.27%-762.4pp | 31.25%-17.4pp |
| Employer contribution / active EE | $558 | $2,374-76.5% | $2,914-80.8% | $2,726-79.5% |
| Participant deferral / active EE | $1,331 | $3,510-62.1% | $4,321-69.2% | $4,648-71.4% |
| Admin fee / account holder | $74 | $527-86.1% | $7,384-99.0% | $431-82.9% |