Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 62-1116095 | Contract Administrator | $153,825 |
AMALGAMATED BANK4 years Service code 19 · EIN 13-4920330 | Securities Custodian | $105,711 |
Filed as: THE YOUNGDAHL LAW FIRM, PC Service code 29 · EIN 75-3110632 | Legal | $103,715 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER ASSOCIATES Service code 27 535 MIDDLEFIELD RD SUITE 230 · MENLO PARK, CA 64025 | Advisory (Plan) | $53,387 |
CUNEO, LAWSON, SHAY & STALEY7+ years Filed as: CUNEO LAWSON SHAY & STALEY CPAS Service code 10 · EIN 44-0642126 | Accounting | $11,602 |
Filed as: OSBORN CARREIRO & ASSOCIATES INC Service code 11 · EIN 71-0631123 | Actuarial | $5,830 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,552 | $118,337-60.7% | $189,534-75.4% | $93,010-49.9% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | 15.92% | 21.77%-5.9pp | 555.39%-539.5pp | 158.70%-142.8pp |
| Employer contribution / active EE | $2,897 | $4,204-31.1% | $6,162-53.0% | $2,705+7.1% |
| Participant deferral / active EE | $95 | $7,123-98.7% | $8,220-98.9% | $4,561-97.9% |
| Admin fee / account holder | $101 | $100+1.8% | $12,049-99.2% | $152-33.1% |