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| Provider | Service type | Compensation |
|---|---|---|
KARP CAPITAL MANAGEMENT3+ years Service code 26 · EIN 20-1159707 2269 CHESTNUT ST #308 · SAN FRANCISCO, CA 94123 | Advisory (Participants) | $41,706 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,041 |
FINANCIAL TELESIS3+ years Filed as: FINANCIAL TELESIS JHW FINANCIAL SVC Service code 55 4340 REDWOOD HWY STE A-23 · SAN RAFAEL, CA 94903 | Other Commissions | $0 |
PRIMARK BENEFITS3+ years Service code 13 2001 N MAIN STREET · BURLINGAME, CA 94010 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,945 | $48,064+22.6% | $78,778-25.2% | $69,631-15.3% |
| Participation rate | 63.1% | 61.6%+1.5pp | 69.2%-6.1pp | 70.7%-7.6pp |
| Annual return | 24.98% | 21.81%+3.2pp | 35.62%-10.6pp | 27571.02%-27546.0pp |
| Employer contribution / active EE | $484 | $744-34.9% | $1,986-75.6% | $2,032-76.2% |
| Participant deferral / active EE | $2,843 | $2,079+36.7% | $2,958-3.9% | $3,224-11.8% |
| Admin fee / account holder | $81 | $152-46.8% | $5,134-98.4% | $110-26.8% |