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 |
|---|---|---|
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $10,500 |
MENKE & ASSOCIATES, INC.3 years Service code 13 · EIN 94-2349093 | Contract Administrator | $8,909 |
Filed as: GREGORY F. CHIAMPO Service code 34 345 FILBERT STREET, SUITE 3 · SAN FRANCISCO, CA 94133 | Valuation (appraisals, etc.) | $6,750 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,932 | $73,848-85.2% | $143,799-92.4% | $68,486-84.0% |
| Participation rate | 92.5% | 66.7%+25.8pp | 80.3%+12.2pp | 67.9%+24.6pp |
| Annual return | -1.19% | 0.91%-2.1pp | -0.04%-1.1pp | -7.85%+6.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $234 | $5,755-95.9% | $14,677-98.4% | $5,404-95.7% |