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| Provider | Service type | Compensation |
|---|---|---|
CHAPMAN, HEXT & CO. P.C.2 years Filed as: CHAPMAN INVETMENT MANAGEMENT LLC Service code 27 9 FRANCISCO VISTA COURT · TIBURON, CA 94920 | Advisory (Plan) | $273,845 |
NAVOLIO & TALLMAN LLP2 years Service code 10 · EIN 26-1367143 201 MISSION STREET, STE. 650 · SAN FRANCISCO, CA 94105 | Accounting | $12,500 |
PRIMARK BENEFITS4+ years Service code 13 · EIN 94-2320862 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Contract Administrator | $8,245 |
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 | $149,729 | $65,223+129.6% | $80,022+87.1% | $55,725+168.7% |
| Participation rate | 90.0% | 80.6%+9.4pp | 75.8%+14.2pp | 70.9%+19.1pp |
| Annual return | 1.63% | 7.59%-6.0pp | 11.22%-9.6pp | 244.93%-243.3pp |
| Employer contribution / active EE | $1,066 | $2,544-58.1% | $2,468-56.8% | $2,078-48.7% |
| Participant deferral / active EE | $5,883 | $3,881+51.6% | $3,686+59.6% | $3,356+75.3% |
| Admin fee / account holder | $842 | $114+637.0% | $6,521-87.1% | $115+630.7% |