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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B-60 · SAN RAFAEL, CA 949032121 | Advisory (Plan) | $12,726 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $11,879 |
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 | $25,035 | $44,764-44.1% | $68,808-63.6% | $64,819-61.4% |
| Participation rate | 40.4% | 64.8%-24.3pp | 69.0%-28.6pp | 71.5%-31.1pp |
| Annual return | -17.02% | -10.91%-6.1pp | -6.37%-10.7pp | 32.84%-49.9pp |
| Employer contribution / active EE | $601 | $1,775-66.1% | $2,656-77.4% | $2,507-76.0% |
| Participant deferral / active EE | $1,676 | $3,238-48.2% | $3,942-57.5% | $4,311-61.1% |
| Admin fee / account holder | $136 | $151-10.2% | $4,936-97.2% | $188-27.7% |