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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) | $33,650 |
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,934 |
Filed as: FLEXIBLE PLAN INVESTMENTS, LTD. Service code 27 · EIN 38-2340348 3883 TELEGRAPH ROAD · BLOOMFIELD HILLS, MA 48302 | Advisory (Plan) | $5,876 |
ACTUARIES UNLIMITED, INC.3 years Service code 14 · EIN 95-3654973 16030 VENTURA BLVD. · ENCINO, CA 91436 | Plan Administrator | $1,030 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,420 | $93,182-29.8% | $146,647-55.4% | $79,389-17.6% |
| Participation rate | 68.0% | 76.4%-8.5pp | 80.1%-12.1pp | 70.7%-2.7pp |
| Annual return | 12.04% | 21.61%-9.6pp | 22.75%-10.7pp | 116.89%-104.9pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,748 | $4,169-34.1% | $5,506-50.1% | $4,046-32.1% |
| Admin fee / account holder | $369 | $585-36.9% | $10,281-96.4% | $626-41.1% |