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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 47-4307706 300 MONTGOMERY ST, SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $36,396 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,036 | $78,562-29.9% | $105,608-47.9% | $74,429-26.1% |
| Participation rate | 96.1% | 72.8%+23.3pp | 75.3%+20.8pp | 67.2%+28.9pp |
| Annual return | 19.68% | 15.94%+3.7pp | 116.50%-96.8pp | 1368.38%-1348.7pp |
| Employer contribution / active EE | $6,593 | $2,521+161.5% | $3,167+108.2% | $2,625+151.2% |
| Participant deferral / active EE | $14,367 | $4,321+232.5% | $5,010+186.8% | $4,348+230.4% |
| Admin fee / account holder | $221 | $2,217-90.0% | $11,028-98.0% | $1,944-88.7% |