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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FLYNN SHOJINAGA & ASSOCIATES Service code 13 1320 HARBOR BAY PKWY SUITE 210 · ALAMEDA, CA 95109 | Contract Administrator | $18,710 |
Service code 27 PO BOX 1807 · SAN JOSE, CA 95109 | Advisory (Plan) | $6,518 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-6038768 | Recordkeeping Fees | $210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $9,411 | $29,369-68.0% | $77,513-87.9% | $73,412-87.2% |
| Participation rate | 50.9% | 37.9%+13.0pp | 54.2%-3.3pp | 72.2%-21.2pp |
| Annual return | 16.19% | 358.15%-342.0pp | 54.81%-38.6pp | 59.30%-43.1pp |
| Employer contribution / active EE | $484 | $406+19.3% | $987-50.9% | $2,234-78.3% |
| Participant deferral / active EE | $1,217 | $941+29.4% | $1,861-34.6% | $3,806-68.0% |
| Admin fee / account holder | $95 | $123-22.9% | $2,859-96.7% | $158-40.1% |