Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: FUTUREPLAN Service code 11 P.O. BOX 219073 · KANSAS CITY, MO 64121 | Actuarial | $96,052 |
BERLA INVESTMENT CONSULTING2 years Filed as: BERLA INVESTING Service code 27 PO BOX 4067 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $62,400 |
THE VANGUARD GROUP, INC.5+ years Service code 21 · EIN 23-1945930 | Bank Trustee | $31,858 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN ARASE Service code 10 · EIN 95-2036255 | Accounting | $14,000 |
TRUCKER HUSS2 years Service code 29 135 MAIN STREET, 9TH FLOOR · SAN FRANCISCO, CA 941051815 | Legal | $6,358 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -8.01% | -10.35%+2.3pp | -38.86%+30.8pp | 2.78%-10.8pp |
| Employer contribution / active EE | $40,929 | $8,768+366.8% | $37,756+8.4% | $15,276+167.9% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |