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| Provider | Service type | Compensation |
|---|---|---|
THREE BELL CAPITAL LLC1 year Filed as: THREE BELL CAPITAL Service code 27 548 MARKET ST · SAN FRANCISCO, CA 941045401 | Advisory (Plan) | $24,456 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,562 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,431 | $91,439-52.5% | $135,974-68.1% | $71,511-39.3% |
| Participation rate | 99.1% | 75.7%+23.5pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | 30.44% | 29.90%+0.5pp | 68.30%-37.9pp | 28.86%+1.6pp |
| Employer contribution / active EE | $4,497 | $3,705+21.4% | $4,859-7.5% | $2,589+73.7% |
| Participant deferral / active EE | $14,557 | $7,093+105.2% | $7,760+87.6% | $4,291+239.3% |
| Admin fee / account holder | $163 | $1,267-87.1% | $10,767-98.5% | $1,588-89.7% |