Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LEPPLA CAPITAL MANAGEMENT LLC3+ years Service code 27 440 DAVIS COURT · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $25,979 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $5,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,199 | $78,781-60.4% | $100,528-69.0% | $73,412-57.5% |
| Participation rate | 62.3% | 80.0%-17.8pp | 79.4%-17.2pp | 72.2%-9.9pp |
| Annual return | 19.70% | 31.69%-12.0pp | 30.90%-11.2pp | 59.30%-39.6pp |
| Employer contribution / active EE | $725 | $2,420-70.1% | $3,419-78.8% | $2,234-67.6% |
| Participant deferral / active EE | $3,569 | $6,537-45.4% | $6,271-43.1% | $3,806-6.2% |
| Admin fee / account holder | $153 | $145+5.3% | $8,084-98.1% | $158-3.0% |