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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $133,288 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 28 · EIN 94-2192581 | Investment Management | $124,645 |
CURCIO WEBB1 year Service code 16 610 16TH STREET · OAKLAND, CA 94612 | Consulting | $24,636 |
MELTON & MELTON LLP6+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $12,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,840 | $63,259-19.6% | $178,510-71.5% | $93,223-45.5% |
| Participation rate | 72.1% | 72.1%0pp | 81.9%-9.8pp | 74.9%-2.8pp |
| Annual return | 19.42% | 19.93%-0.5pp | 151.13%-131.7pp | 19.29%+0.1pp |
| Employer contribution / active EE | $1,496 | $1,865-19.8% | $5,011-70.1% | $2,680-44.2% |
| Participant deferral / active EE | $3,064 | $3,372-9.1% | $5,202-41.1% | $4,563-32.9% |
| Admin fee / account holder | $58 | $58+0.1% | $13,988-99.6% | $79-26.7% |