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| Provider | Service type | Compensation |
|---|---|---|
CONCENTRIC WEALTH MANAGEMENT LLC7 years Service code 27 · EIN 26-2322896 251 LAFAYETTE CIRCLE SUITE 200 · LAFAYETTE, CA 94549 | Advisory (Plan) | $20,786 |
Service code 10 · EIN 43-0831507 800 MARKET STREET, SUITE 500 · ST. LOUIS, MO 63101 | Accounting | $10,395 |
THE PANOS GROUP, INC.2 years Service code 14 · EIN 27-2247147 4 ORINDA WAY, SUITE 100-B · ORINDA, CA 94563 | Plan Administrator | $8,400 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,011 | $51,197-12.1% | $82,719-45.6% | $66,914-32.7% |
| Participation rate | 20.5% | 67.8%-47.3pp | 72.6%-52.0pp | 69.8%-49.3pp |
| Annual return | -12.67% | -9.64%-3.0pp | 701.18%-713.8pp | 1.58%-14.3pp |
| Employer contribution / active EE | $422 | $2,611-83.8% | $3,009-86.0% | $2,544-83.4% |
| Participant deferral / active EE | $718 | $3,458-79.2% | $4,395-83.7% | $4,237-83.1% |
| Admin fee / account holder | $662 | $416+59.2% | $5,329-87.6% | $593+11.5% |