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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-2322896 251 LAFAYETTE CIRCLE, SUITE 200 · LAFAYETTE, CA 94549 | Advisory (Plan) | $12,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,840 | $43,423-5.9% | $78,676-48.1% | $55,167-26.0% |
| Participation rate | 14.6% | 68.0%-53.5pp | 73.6%-59.0pp | 69.0%-54.4pp |
| Annual return | 9.12% | 11.53%-2.4pp | 62.19%-53.1pp | 169.23%-160.1pp |
| Employer contribution / active EE | $568 | $1,997-71.5% | $2,850-80.1% | $1,963-71.0% |
| Participant deferral / active EE | $382 | $2,509-84.8% | $3,517-89.1% | $3,054-87.5% |
| Admin fee / account holder | $274 | $416-34.1% | $4,510-93.9% | $504-45.6% |