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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-2322896 251 LAFAYETTE CIRCLE SUITE 200 · LAFAYETTE, CA 94549 | Advisory (Plan) | $16,203 |
SUMMIT CPA GROUP3 years Service code 10 · EIN 11-3730017 9815 DAWSON'S CREEK BLVD · FORT WAYNE, IN 46825 | Accounting | $7,200 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,647 | $54,237-38.0% | $90,304-62.7% | $67,579-50.2% |
| Participation rate | 22.6% | 68.6%-46.0pp | 73.3%-50.6pp | 71.3%-48.6pp |
| Annual return | 19.92% | 37.27%-17.4pp | 78.13%-58.2pp | 378.56%-358.6pp |
| Employer contribution / active EE | $350 | $1,846-81.0% | $2,855-87.7% | $2,148-83.7% |
| Participant deferral / active EE | $553 | $2,625-78.9% | $3,885-85.8% | $3,539-84.4% |
| Admin fee / account holder | $321 | $123+159.8% | $5,354-94.0% | $142+125.3% |