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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 1321 OAKRIDGE DRIVE · FORT COLLINS, CO 80525 | Accounting | $18,472 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN QUALIFIED PLANS, INC. Service code 13 · EIN 94-2826846 2070 N BROADWAY #4996 · WALNUT CREEK, CA 94596 | Contract Administrator | $13,770 |
Service code 34 1530 MERIDIAN AVE · SAN JOSE, CA 95125 | Valuation (appraisals, etc.) | $5,473 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,076 | $89,652-64.2% | $141,162-77.3% | $65,185-50.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 10.69% | 32.79%-22.1pp | 71.39%-60.7pp | 29.38%-18.7pp |
| Employer contribution / active EE | $2,101 | $3,065-31.5% | $4,735-55.6% | $2,177-3.5% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $197 | $569-65.4% | $10,261-98.1% | $847-76.7% |