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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,535 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,969 |
FRANK RIMERMAN & CO LLP1 year Filed as: FRANK, RIMERMAN + CO. LLP Service code 10 · EIN 94-1341042 | Accounting | $13,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,209 | $73,955+92.3% | $96,520+47.3% | $75,181+89.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.82% | 26.72%-7.9pp | 35.72%-16.9pp | 160.69%-141.9pp |
| Employer contribution / active EE | $6,876 | $2,930+134.7% | $3,739+83.9% | $2,671+157.5% |
| Participant deferral / active EE | $16,289 | $3,659+345.1% | $4,879+233.9% | $4,126+294.8% |
| Admin fee / account holder | $692 | $5,217-86.7% | $6,733-89.7% | $5,650-87.8% |