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| Provider | Service type | Compensation |
|---|---|---|
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES INC Service code 27 600 MONTGOMERY STREET · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $32,204 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,963 |
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 | $123,317 | $37,213+231.4% | $156,551-21.2% | $63,975+92.8% |
| Participation rate | 77.3% | 65.0%+12.3pp | 84.0%-6.7pp | 71.1%+6.1pp |
| Annual return | 0.00% | 47.89%-47.9pp | 32.23%-32.2pp | 48.65%-48.7pp |
| Employer contribution / active EE | $5,571 | $1,357+310.6% | $5,501+1.3% | $2,182+155.4% |
| Participant deferral / active EE | $1,012 | $2,070-51.1% | $4,871-79.2% | $3,356-69.9% |
| Admin fee / account holder | $9 | $56-84.3% | $13,028-99.9% | $70-87.4% |