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 |
|---|---|---|
MARK NARDELLA4+ years Filed as: MARK TOMEI Service code 61 555 CALIFORNIA STREET · SAN FRANCISCO, CA 94101 | Finders' fees / placement fees | $13,307 |
EPLAN ADVISORS, LLC3 years Service code 17 · EIN 36-1543746 | Pension Consulting | $7,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,783 | $56,443-41.9% | $83,831-60.9% | $55,725-41.2% |
| Participation rate | 22.6% | 72.0%-49.5pp | 76.1%-53.6pp | 70.9%-48.3pp |
| Annual return | -6.75% | 393.67%-400.4pp | 850.99%-857.7pp | 244.93%-251.7pp |
| Employer contribution / active EE | $694 | $2,682-74.1% | $3,631-80.9% | $2,078-66.6% |
| Participant deferral / active EE | $1,377 | $2,965-53.6% | $4,082-66.3% | $3,356-59.0% |
| Admin fee / account holder | $253 | $156+61.7% | $5,479-95.4% | $115+119.3% |