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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,841 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $28,000 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $18,190 |
Filed as: CALIFORNIA RETIREMENT PLANS Service code 49 · EIN 68-0414789 | Other Services | $17,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,591 | $56,152-42.0% | $185,861-82.5% | $73,412-55.6% |
| Participation rate | 98.3% | 67.6%+30.7pp | 78.0%+20.3pp | 72.2%+26.1pp |
| Annual return | 16.79% | 17.59%-0.8pp | 35.96%-19.2pp | 59.30%-42.5pp |
| Employer contribution / active EE | $1,533 | $1,532+0.1% | $4,088-62.5% | $2,234-31.4% |
| Participant deferral / active EE | $4,165 | $3,659+13.8% | $5,634-26.1% | $3,806+9.4% |
| Admin fee / account holder | $241 | $132+82.3% | $9,503-97.5% | $158+52.5% |