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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,753 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,340 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,724 | $55,449-73.4% | $83,850-82.4% | $56,287-73.8% |
| Participation rate | 76.8% | 68.0%+8.8pp | 76.1%+0.6pp | 69.9%+6.9pp |
| Annual return | -6.41% | -1.38%-5.0pp | 850.92%-857.3pp | -9.96%+3.6pp |
| Employer contribution / active EE | $285 | $2,430-88.3% | $3,631-92.1% | $2,111-86.5% |
| Participant deferral / active EE | $1,820 | $2,935-38.0% | $4,082-55.4% | $3,350-45.7% |
| Admin fee / account holder | $106 | $656-83.8% | $5,478-98.1% | $521-79.6% |