Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
13
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUSAN GUTIERREZ.
Plan sponsor
Name
SUSAN GUTIERREZ
EIN
32-0185059
Address
101 PARK PL · STE 102 · SAN RAMON, CA · 94583
Phone
(925) 806-0757
Industry
Offices of Physicians· Health Care & Social Assistancesee all
