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| 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 | $58,275-47.8% | $81,844-62.8% | $80,935-62.4% |
| Participation rate | 84.9% | 63.5%+21.4pp | 72.4%+12.5pp | 67.7%+17.2pp |
| Annual return | 15.94% | 41.82%-25.9pp | 778.87%-762.9pp | 35.66%-19.7pp |
| Employer contribution / active EE | $2,346 | $2,3460% | $2,916-19.6% | $2,757-14.9% |
| Participant deferral / active EE | $6,159 | $3,285+87.5% | $4,323+42.5% | $4,299+43.2% |
| Admin fee / account holder | $287 | $4,749-94.0% | $7,355-96.1% | $6,924-95.9% |