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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC3 years Filed as: THE R.L. BROWN ADVISORY GROUP, LLC Service code 14 · EIN 26-1422361 1807 SANTA RITA ROAD · PLEASANTON, CA 94566 | Plan Administrator | $7,211 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,648 | $37,463-47.6% | $77,096-74.5% | $66,938-70.6% |
| Participation rate | 11.5% | 52.9%-41.4pp | 67.9%-56.4pp | 69.8%-58.3pp |
| Annual return | -15.43% | -3.25%-12.2pp | 42.35%-57.8pp | 1.58%-17.0pp |
| Employer contribution / active EE | $359 | $1,535-76.6% | $2,814-87.3% | $2,545-85.9% |
| Participant deferral / active EE | $1,052 | $2,621-59.9% | $4,429-76.3% | $4,238-75.2% |
| Admin fee / account holder | $237 | $568-58.3% | $5,428-95.6% | $594-60.1% |