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| Provider | Service type | Compensation |
|---|---|---|
BINGHAM OSBORN & SCARBOROUGH1+ years Filed as: BINGHAM OSBORN & SCA Service code 16 · EIN 94-3241802 | Consulting | $17,010 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$9,845 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $368,195 | $70,002+426.0% | $115,038+220.1% | $52,331+603.6% |
| Participation rate | 87.7% | 72.1%+15.6pp | 81.4%+6.4pp | 68.1%+19.6pp |
| Annual return | 0.67% | 4.04%-3.4pp | 26.14%-25.5pp | 4.54%-3.9pp |
| Employer contribution / active EE | $11,684 | $2,715+330.4% | $4,608+153.6% | $1,882+520.9% |
| Participant deferral / active EE | $10,241 | $4,920+108.2% | $6,026+69.9% | $3,022+238.9% |
| Admin fee / account holder | $33 | $566-94.2% | $8,175-99.6% | $592-94.5% |