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 |
|---|---|---|
HOYLECOHEN LLC5+ years Service code 27 1425 RIVER PARK DR STE 110 · SACRAMENTO, CA 95815 | Advisory (Plan) | $53,603 |
ASSOCIATED PENSION CONSULTANTS5+ years Service code 10 · EIN 94-2456320 2035 FOREST AVE · CHICO, CA 95926 | Accounting | $15,036 |
CLIFTONLARSONALLEN LLP3 years Service code 10 3077 W JEFFERSON ST STE 105 · JOLIET, IL 60435 | Accounting | $14,500 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $6,061 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $119,466 | $65,378+82.7% | $87,103+37.2% | $65,186+83.3% |
| Participation rate | 71.9% | 75.3%-3.5pp | 76.9%-5.0pp | 70.2%+1.7pp |
| Annual return | 20.12% | 31.28%-11.2pp | 28.19%-8.1pp | 29.39%-9.3pp |
| Employer contribution / active EE | $0 | $1,823-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,673 | $3,389-50.6% | $4,049-58.7% | $3,514-52.4% |
| Admin fee / account holder | $463 | $520-10.9% | $7,491-93.8% | $847-45.4% |