Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BRIDGEWEALTH ADVISORY GROUP3+ years Service code 26 · EIN 83-0769376 986 W. ALLUVIAL AVENUE, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $33,946 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1714114 | Recordkeeping | $14,864 |
PEERY & ASSOCIATES, INC.1 year Service code 17 · EIN 94-3274051 P.O. BOX 850 · PESCADERO, CA 94060 | Pension Consulting | $13,847 |
Annual investment return 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 | $56,915 | $69,511-18.1% | $94,672-39.9% | $71,529-20.4% |
| Participation rate | 97.0% | 78.4%+18.6pp | 80.8%+16.2pp | 67.9%+29.1pp |
| Annual return | 15.85% | 29.67%-13.8pp | 156.89%-141.0pp | 28.97%-13.1pp |
| Employer contribution / active EE | $2,453 | $2,853-14.0% | $3,673-33.2% | $2,590-5.3% |
| Participant deferral / active EE | $4,358 | $7,348-40.7% | $7,417-41.2% | $4,291+1.6% |
| Admin fee / account holder | $221 | $1,211-81.7% | $7,222-96.9% | $1,588-86.1% |