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 |
|---|---|---|
C.F.A.O5+ years Service code 13 265 HEGENBERGER ROAD, SUITE 100 · OAKLAND, CA 94621 | Contract Administrator | $262,457 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $177,515 |
PENSIONMARK FINANCIAL GROUP LLC5+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 27 24 E COTA ST 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $27,350 |
KRAW LAW GROUP5+ years Service code 29 · EIN 77-0171216 | Legal | $12,300 |
WEINBERG, ROGER & ROSENFELD4 years Filed as: WEINBERG, ROGER AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $12,300 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $10,021 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,124 | $81,719-43.6% | $101,271-54.5% | $90,274-48.9% |
| Participation rate | 89.6% | 80.7%+8.9pp | 75.8%+13.8pp | 73.4%+16.3pp |
| Annual return | 19.39% | 337.64%-318.2pp | 46.48%-27.1pp | 53.97%-34.6pp |
| Employer contribution / active EE | $195 | $3,622-94.6% | $3,660-94.7% | $2,523-92.3% |
| Participant deferral / active EE | $5,789 | $3,310+74.9% | $4,371+32.5% | $4,231+36.8% |
| Admin fee / account holder | $203 | $162+25.6% | $5,948-96.6% | $114+78.3% |