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| Provider | Service type | Compensation |
|---|---|---|
BPM LLP2+ years Filed as: BURR PILGER MAYER, INC. Service code 10 · EIN 26-3839190 60 S MARKET ST · SAN JOSE, CA 95113 | Accounting | $8,798 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN QUALIFIED PLANS, INC. Service code 13 · EIN 94-2826846 1404 CONCANNON BLVD · LIVERMORE, CA 94550 | Contract Administrator | $7,550 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,488 | $56,894-92.1% | $84,753-94.7% | $62,881-92.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -2.99% | 6.30%-9.3pp | 22.78%-25.8pp | 20.14%-23.1pp |
| Employer contribution / active EE | $1,705 | $2,400-29.0% | $3,574-52.3% | $2,281-25.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |