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| Provider | Service type | Compensation |
|---|---|---|
CORPORATE PENSION CONSULTANTS1+ years Service code 10 · EIN 77-0116716 14125 CAPRI DR, SUITE 9 · LOS GATOS, CA 95032 | Accounting | $57,390 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 51 · EIN 36-3145972 1001 PAGE MILL RD, BLDG 4, STE 101 · PALO ALTO, CA 94304 | Investment Mgmt Fees | $57,130 |
ARMANINO LLP1+ years Service code 10 · EIN 94-6214841 50 WEST SAN FERNANDO ST. · SAN JOSE, CA 95113 | Accounting | $11,509 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,951 | $50,464+1.0% | $75,784-32.8% | $52,331-2.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -6.13% | 1.03%-7.2pp | 9.68%-15.8pp | 4.54%-10.7pp |
| Employer contribution / active EE | $8,217 | $1,988+313.2% | $3,323+147.2% | $1,882+336.7% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $734 | $1,103-33.5% | $5,300-86.2% | $592+24.1% |