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| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 1900 S NORFOLK ST · FRESNO, CA 94403 | Accounting | $22,600 |
Filed as: PENSION PLANNING SERVICE INC Service code 14 · EIN 94-1581918 48 PARK ROAD · BURLINGAME, CA 94010 | Plan Administrator | $18,992 |
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 | $210,427 | $76,696+174.4% | $96,515+118.0% | $71,511+194.3% |
| Participation rate | 97.1% | 66.6%+30.5pp | 74.3%+22.8pp | 67.9%+29.2pp |
| Annual return | 22.25% | 48.32%-26.1pp | 35.73%-13.5pp | 28.86%-6.6pp |
| Employer contribution / active EE | $12,354 | $3,032+307.5% | $3,740+230.4% | $2,589+377.1% |
| Participant deferral / active EE | $3,905 | $3,770+3.6% | $4,880-20.0% | $4,291-9.0% |
| Admin fee / account holder | $150 | $2,030-92.6% | $6,735-97.8% | $1,588-90.5% |