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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,407 |
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,610 |
Filed as: IFP ADVISORS, INC. Service code 27 · EIN 59-3331424 3030 N. ROCKY POINT DR. · TAMPA, FL 33607 | Advisory (Plan) | $6,287 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD. Service code 27 · EIN 38-2340348 3883 TELEGRAPH ROAD · BLOOMFIELD HILLS, MA 48302 | Advisory (Plan) | $5,294 |
PRBA, INC2 years Service code 14 · EIN 95-2835553 C/O ACTUARIES UNLIMITED, INC. · ENCINO, CA 91436 | Plan Administrator | $1,050 |
Service code 14 · EIN 95-3654973 16030 VENTURA BLVD. · ENCINO, CA 91436 | Plan Administrator | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,989 | $86,341-35.2% | $125,195-55.3% | $65,186-14.1% |
| Participation rate | 68.3% | 75.3%-7.1pp | 79.8%-11.5pp | 70.2%-1.9pp |
| Annual return | 19.23% | 27.44%-8.2pp | 43.79%-24.6pp | 29.39%-10.2pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,162 | $3,538-38.9% | $4,937-56.2% | $3,514-38.5% |
| Admin fee / account holder | $323 | $609-47.0% | $9,704-96.7% | $847-61.9% |