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| Provider | Service type | Compensation |
|---|---|---|
MOSS ADAMS LLP5 years Service code 10 · EIN 91-0189318 | Accounting | $13,650 |
MENKE & ASSOCIATES, INC.5 years Service code 13 · EIN 94-2349093 | Contract Administrator | $7,860 |
Filed as: GREGORY F. CHIAMPOU Service code 34 345 FILBERT STREET, SUITE 3 · SAN FRANCISCO, CA 94133 | Valuation (appraisals, etc.) | $6,500 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,707 | $81,248-88.1% | $155,509-93.8% | $80,856-88.0% |
| Participation rate | 91.1% | 66.2%+24.9pp | 78.2%+13.0pp | 67.6%+23.5pp |
| Annual return | 9.26% | 33.31%-24.0pp | 64.67%-55.4pp | 35.59%-26.3pp |
| Employer contribution / active EE | $847 | $3,100-72.7% | $4,672-81.9% | $2,755-69.3% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $222 | $7,997-97.2% | $15,912-98.6% | $6,918-96.8% |