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| Provider | Service type | Compensation |
|---|---|---|
LATEEF MANAGEMENT ASSOCIATES1+ years Filed as: LATEEF MANAGEMENT ASSOC. Service code 27 · EIN 94-6330378 300 DRAKES LANDING RD. STE. 100 · GREENBRAE, CA 94904 | Advisory (Plan) | $293,350 |
BENSON & NEFF1+ years Service code 10 · EIN 94-2973071 1 POST STREET · SAN FRANCISCO, CA 94104 | Accounting | $11,573 |
PRIMARK BENEFITS1+ years Service code 13 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Contract Administrator | $9,629 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $154,214 | $62,324+147.4% | $68,509+125.1% | $55,191+179.4% |
| Participation rate | 84.9% | 78.9%+6.0pp | 74.7%+10.1pp | 69.2%+15.7pp |
| Annual return | 2.41% | 4.26%-1.9pp | 8.27%-5.9pp | 10.78%-8.4pp |
| Employer contribution / active EE | $822 | $2,223-63.0% | $2,278-63.9% | $1,899-56.7% |
| Participant deferral / active EE | $5,276 | $3,425+54.0% | $3,382+56.0% | $3,046+73.2% |
| Admin fee / account holder | $1,065 | $91+1065.0% | $5,275-79.8% | $91+1072.7% |