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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 20-6043552 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Investment Management | $52,626 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $409,661-100.0% | $2,066,441-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 1.7%-1.7pp |
| Annual return | 0.10% | 9.42%-9.3pp | 10.57%-10.5pp | 627.08%-627.0pp |
| Employer contribution / active EE | $4,950 | $11,814-58.1% | $18,335-73.0% | $18,824-73.7% |
| Participant deferral / active EE | $0 | $8-100.0% | $5-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $8,713-100.0% | $1,923-100.0% |