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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $6,472 |
UNITED OF OMAHA3 years Service code 15 · EIN 47-0322111 | Recordkeeping | $6,469 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,052 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,291 | $102,385-61.6% | $147,080-73.3% | $80,935-51.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 12.23% | 135.09%-122.9pp | 420.17%-407.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $2,219 | $3,717-40.3% | $4,933-55.0% | $2,757-19.5% |
| Participant deferral / active EE | $8,157 | $6,651+22.6% | $8,066+1.1% | $4,299+89.7% |
| Admin fee / account holder | $125 | $7,951-98.4% | $12,989-99.0% | $6,924-98.2% |