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| Provider | Service type | Compensation |
|---|---|---|
FAIRVIEW CAPITAL2 years Service code 28 300 DRAKES LANDING ROAD, STE 250 · GREENBRAE, CA 94904 | Investment Management | $49,574 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: CITY NATIONAL BANK Service code 19 · EIN 95-1780067 | Securities Custodian | $20,599 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,639 | $72,486+106.4% | $87,103+71.8% | $72,976+105.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.39% | 24.46%-3.1pp | 28.19%-6.8pp | 81.02%-59.6pp |
| Employer contribution / active EE | $2,308 | $1,894+21.9% | $2,521-8.5% | $2,440-5.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,107 | $5,055-78.1% | $7,491-85.2% | $5,124-78.4% |