Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RAEL & LETSON1 year Filed as: RAEL-LETSON Service code 27 · EIN 94-1701048 378 VINTAGE PARK DRIVE · FOSTER CITY, CA 94404 | Advisory (Plan) | $94,723 |
Service code 14 · EIN 88-0277518 445 APPLE STREET · RENO, NV 89502 | Plan Administrator | $79,178 |
Service code 29 369 PINE STREET, STE 800 · SAN FRANCISCO, CA 94104 | Legal | $6,982 |
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 10391 DOUBLE R. BLVD · RENO, NV 89521 | Advisory (Plan) | $6,000 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 5441 KIETZKE LANE, STE 150 · RENO, NV 89511 | Accounting | $5,750 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 12.11% | 9.58%+2.5pp | 9.52%+2.6pp | 11.45%+0.7pp |
| Employer contribution / active EE | $4,229 | $21,155-80.0% | $41,951-89.9% | $17,219-75.4% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |