Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $556,569 |
BENEFIT PLAN ADMINISTRATORS2+ years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 11 · EIN 88-0277518 445 APPLE STREET, SUITE 200 · RENO, NV 89502 | Actuarial | $134,015 |
RAEL & LETSON2+ years Filed as: RAEL-LETSON Service code 27 · EIN 94-1701048 378 VINTAGE PARK DRIVE · FOSTER CITY, CA 94404 | Advisory (Plan) | $89,525 |
JENKINS LAW FIRM2+ years Service code 29 · EIN 88-0271101 501 HAMMILL LANE · RENO, NV 89511 | Legal | $28,706 |
ULLICO2+ years Filed as: THE UNION LABOR LIFE INSURANCE CCO Service code 28 · EIN 13-1423090 8403 COLEVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $26,547 |
EIDE BAILLY LLP2+ years Service code 10 · EIN 45-0250958 5441 KIETZKE LN STE 150 · RENO, NV 89511 | Accounting | $25,554 |
BIDART & ROSS2+ years Filed as: BIDART AND ROSS Service code 28 · EIN 88-0271101 10391 DOUBLE R BLVD. · RENO, NV 89521 | Investment Management | $22,167 |
US BANK2+ years Service code 19 · EIN 31-0841368 111 SW 5TH AVENUE, 6TH FLOOR · PORTLAND, OR 97204 | Securities Custodian | $18,563 |
ANDCO CONSULTING1 year Service code 28 · EIN 59-3676225 10391 DOUBLE R BLVD. · RENO, NV 89521 | Investment Management | $9,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 11.54% | 13.03%-1.5pp | 10.36%+1.2pp | 23.90%-12.4pp |
| Employer contribution / active EE | $7,382 | $15,779-53.2% | $37,738-80.4% | $16,539-55.4% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |