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| Provider | Service type | Compensation |
|---|---|---|
PLAN DESIGN CONSULTANTS, INC.8+ years Service code 15 1111 TRITON DRIVE · FOSTER CITY, CA 94404 | Recordkeeping | $6,820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,478 | $69,012-32.7% | $160,037-71.0% | $68,490-32.1% |
| Participation rate | 60.0% | 65.4%-5.4pp | 78.0%-18.0pp | 67.9%-7.9pp |
| Annual return | -15.58% | -9.65%-5.9pp | 408.95%-424.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,618 | $4,212-37.8% | $6,184-57.7% | $4,028-35.0% |
| Admin fee / account holder | $654 | $4,798-86.4% | $8,716-92.5% | $5,403-87.9% |