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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL TELESIS1+ years Service code 27 4340 REDWOOD HIGHWAY, SUITE A 23 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,441 |
DAILYACCESS CORPORATION1+ years Service code 15 · EIN 63-1156117 | Recordkeeping | $17,105 |
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 | $56,932 | $72,177-21.1% | $115,038-50.5% | $59,633-4.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.03% | 12.02%-13.0pp | 26.14%-27.2pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $2,850 | $2,841+0.3% | $4,608-38.2% | $2,203+29.4% |
| Participant deferral / active EE | $7,428 | $4,783+55.3% | $6,026+23.3% | $3,192+132.7% |
| Admin fee / account holder | $317 | $4,927-93.6% | $8,175-96.1% | $4,297-92.6% |