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| Provider | Service type | Compensation |
|---|---|---|
LEPPLA CAPITAL MANAGEMENT LLC2+ years Service code 27 440 DAVIS COURT · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $20,343 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,055 | $69,231-59.5% | $91,994-69.5% | $67,579-58.5% |
| Participation rate | 53.9% | 78.9%-25.0pp | 78.6%-24.7pp | 71.3%-17.3pp |
| Annual return | 28.01% | 32.03%-4.0pp | 69.03%-41.0pp | 378.56%-350.5pp |
| Employer contribution / active EE | $1,639 | $2,284-28.2% | $3,452-52.5% | $2,148-23.7% |
| Participant deferral / active EE | $3,056 | $5,854-47.8% | $5,923-48.4% | $3,539-13.7% |
| Admin fee / account holder | $133 | $107+24.0% | $7,743-98.3% | $142-6.4% |