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| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY, LLP Service code 50 · EIN 45-0250958 4040 CAMPBELL AVE., STE 200 · MENLO PARK, CA 94025 | Direct Payment | $22,400 |
Service code 50 · EIN 94-1586677 48 PARK ROAD · BURLINGAME, CA 94010 | Direct Payment | $17,267 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,846 | $77,677+140.5% | $109,173+71.1% | $79,391+135.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 21.99% | 23.44%-1.5pp | 25.75%-3.8pp | 116.88%-94.9pp |
| Employer contribution / active EE | $11,627 | $2,798+315.5% | $3,723+212.3% | $2,428+378.9% |
| Participant deferral / active EE | $3,151 | $3,517-10.4% | $4,654-32.3% | $4,046-22.1% |
| Admin fee / account holder | $141 | $732-80.8% | $6,755-97.9% | $627-77.5% |