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| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 1900 S. NORFOLK ST. STE 225 · SAN MATEO, CA 94403 | Accounting | $19,212 |
Filed as: PENSION PLANNING SERVICE Service code 14 · EIN 94-1581918 48 PRK RD · BURLINGAME, CA 94010 | Plan Administrator | $15,959 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $165,719 | $64,176+158.2% | $112,249+47.6% | $66,938+147.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -23.52% | -13.80%-9.7pp | 27.48%-51.0pp | 1.58%-25.1pp |
| Employer contribution / active EE | $15,226 | $3,007+406.4% | $3,636+318.8% | $2,545+498.2% |
| Participant deferral / active EE | $4,283 | $3,694+16.0% | $4,729-9.4% | $4,238+1.1% |
| Admin fee / account holder | $127 | $626-79.8% | $6,412-98.0% | $594-78.7% |