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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 | $78,636-30.0% | $105,607-47.9% | $74,459-26.1% |
| Participation rate | 96.1% | 72.8%+23.4pp | 75.3%+20.9pp | 67.2%+28.9pp |
| Annual return | 19.68% | 15.96%+3.7pp | 116.11%-96.4pp | 1369.70%-1350.0pp |
| Employer contribution / active EE | $6,593 | $2,523+161.3% | $3,167+108.2% | $2,626+151.1% |
| Participant deferral / active EE | $14,367 | $4,322+232.4% | $5,011+186.7% | $4,350+230.3% |
| Admin fee / account holder | $221 | $2,220-90.1% | $10,958-98.0% | $1,945-88.7% |