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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Recordkeeping | $9,888 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,279 | $57,541-63.0% | $95,740-77.8% | $75,173-71.7% |
| Participation rate | 95.5% | 62.5%+32.9pp | 72.3%+23.2pp | 67.2%+28.3pp |
| Annual return | 20.32% | 34.93%-14.6pp | 28.41%-8.1pp | 160.72%-140.4pp |
| Employer contribution / active EE | $4,125 | $1,808+128.2% | $2,836+45.5% | $2,671+54.4% |
| Participant deferral / active EE | $7,301 | $3,074+137.5% | $4,244+72.0% | $4,126+76.9% |
| Admin fee / account holder | $70 | $4,099-98.3% | $5,676-98.8% | $5,651-98.8% |