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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 46-4071583 | Accounting | $9,700 |
CALIFORNIA BENEFIT PLANNERS3 years Service code 17 · EIN 95-4568183 | Pension Consulting | $4,255 |
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).
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 | $31,536 | $58,493-46.1% | $84,021-62.5% | $72,975-56.8% |
| Participation rate | 97.9% | 61.2%+36.7pp | 69.0%+28.9pp | 69.5%+28.4pp |
| Annual return | 18.96% | 28.93%-10.0pp | 71.32%-52.4pp | 81.01%-62.1pp |
| Employer contribution / active EE | $2,205 | $1,163+89.5% | $1,984+11.1% | $2,440-9.7% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $321 | $4,569-93.0% | $6,102-94.7% | $5,124-93.7% |