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| Provider | Service type | Compensation |
|---|---|---|
SVRS4 years Service code 27 314 NEVADA STREET · REDWOOD CITY, CA 94062 | Advisory (Plan) | $13,400 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,828 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,556 | $79,003-1.8% | $100,398-22.8% | $74,400+4.2% |
| Participation rate | 78.4% | 79.5%-1.1pp | 81.5%-3.1pp | 67.2%+11.1pp |
| Annual return | 20.78% | 20.62%+0.2pp | 49.32%-28.5pp | 1367.51%-1346.7pp |
| Employer contribution / active EE | $5,499 | $3,015+82.4% | $3,946+39.4% | $2,624+109.5% |
| Participant deferral / active EE | $12,968 | $7,752+67.3% | $8,084+60.4% | $4,348+198.2% |
| Admin fee / account holder | $96 | $1,331-92.8% | $7,893-98.8% | $1,944-95.0% |