Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GREEN HASSON JANKS3 years Filed as: GREEN RETIREMENT INC Service code 27 909 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Advisory (Plan) | $19,387 |
Filed as: RETIREMENT PLAN CONSULTANTS Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $15,554 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,411 | $58,258-47.8% | $81,820-62.8% | $80,925-62.4% |
| Participation rate | 84.9% | 63.5%+21.4pp | 72.4%+12.5pp | 67.7%+17.2pp |
| Annual return | 15.94% | 41.76%-25.8pp | 777.93%-762.0pp | 35.65%-19.7pp |
| Employer contribution / active EE | $2,346 | $2,3450% | $2,915-19.5% | $2,756-14.9% |
| Participant deferral / active EE | $6,159 | $3,284+87.6% | $4,323+42.5% | $4,299+43.3% |
| Admin fee / account holder | $287 | $4,976-94.2% | $7,391-96.1% | $6,940-95.9% |