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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 | $79,089-1.9% | $100,392-22.7% | $74,459+4.2% |
| Participation rate | 78.4% | 79.4%-1.1pp | 81.5%-3.1pp | 67.2%+11.1pp |
| Annual return | 20.78% | 20.61%+0.2pp | 49.45%-28.7pp | 1369.70%-1348.9pp |
| Employer contribution / active EE | $5,499 | $3,015+82.4% | $3,941+39.5% | $2,626+109.4% |
| Participant deferral / active EE | $12,968 | $7,747+67.4% | $8,090+60.3% | $4,350+198.1% |
| Admin fee / account holder | $96 | $1,336-92.8% | $7,904-98.8% | $1,945-95.0% |