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| Provider | Service type | Compensation |
|---|---|---|
FAIRVIEW CAPITAL5 years Service code 28 300 DRAKES LANDING ROAD, STE 250 · GREENBRAE, CA 94904 | Investment Management | $52,825 |
RBC GLOBAL ASSET MANAGEMENT5 years Filed as: CITY NATIONAL BANK Service code 19 · EIN 95-1780067 555 SOUTH FLOWER STREET · LOS ANGELES, CA 90071 | Securities Custodian | $23,109 |
Filed as: MOWAT MACKIE & ANDERSON LLP Service code 10 · EIN 94-6357165 1999 HARRISON STREET #1500 · OAKLAND, CA 94612 | Accounting | $15,000 |
PENSIONALYSIS, INC.2 years Service code 14 · EIN 94-2720886 522 SAN ANSELMO AVE · SAN ANSELMO AVE, CA 94960 | Plan Administrator | $14,210 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,342 | $71,873+10.4% | $86,698-8.5% | $68,490+15.8% |
| Participation rate | 99.0% | 72.2%+26.7pp | 76.6%+22.4pp | 67.9%+31.1pp |
| Annual return | -8.63% | 3.54%-12.2pp | 35.96%-44.6pp | -7.85%-0.8pp |
| Employer contribution / active EE | $1,563 | $2,173-28.1% | $2,837-44.9% | $2,597-39.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,007 | $6,110-83.5% | $7,492-86.6% | $5,403-81.4% |