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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B-60 · SAN RAFAEL, CA 949032121 | Advisory (Plan) | $14,501 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $11,384 |
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 | $25,971 | $55,441-53.2% | $76,002-65.8% | $77,671-66.6% |
| Participation rate | 52.8% | 63.6%-10.8pp | 69.1%-16.3pp | 70.6%-17.8pp |
| Annual return | 11.83% | 17.08%-5.3pp | 360.07%-348.2pp | 31.21%-19.4pp |
| Employer contribution / active EE | $664 | $1,789-62.9% | $2,688-75.3% | $2,726-75.7% |
| Participant deferral / active EE | $1,831 | $3,451-47.0% | $4,257-57.0% | $4,648-60.6% |
| Admin fee / account holder | $136 | $407-66.7% | $6,414-97.9% | $430-68.5% |