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| Provider | Service type | Compensation |
|---|---|---|
BINGHAM OSBORN & SCARBOROUGH2+ years Filed as: BINGHAM OSBORN & SCA Service code 26 · EIN 94-3241802 | Advisory (Participants) | $8,511 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$10,922 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $356,801 | $75,183+374.6% | $123,894+188.0% | $55,167+546.8% |
| Participation rate | 95.5% | 72.8%+22.7pp | 81.4%+14.1pp | 69.0%+26.5pp |
| Annual return | 6.42% | 19.01%-12.6pp | 47.52%-41.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $11,292 | $2,823+299.9% | $4,617+144.6% | $1,963+475.4% |
| Participant deferral / active EE | $9,927 | $5,084+95.2% | $5,984+65.9% | $3,054+225.0% |
| Admin fee / account holder | -$6 | $663-100.8% | $8,357-100.1% | $504-101.1% |