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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY RD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $93,490 |
BENEFIT PLAN ADMINISTRATORS1+ years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 14 · EIN 88-0277518 445 APPLE STREET, SUITE 200 · RENO, NV 89502 | Plan Administrator | $30,989 |
EIDE BAILLY LLP1+ years Service code 10 · EIN 45-0250958 5441 KIETZKE LN., STE. 150 · RENO, NV 89511 | Accounting | $16,200 |
US BANK1+ years Service code 19 · EIN 31-0841368 111 SW 5TH AVE, 6TH FLOOR · PORTLAND, OR 97204 | Securities Custodian | $12,457 |
BIDART & ROSS1+ years Filed as: BIDART AND ROSS Service code 27 · EIN 88-0241176 10391 DOUBLE R. BLVD · RENO, NV 89521 | Advisory (Plan) | $10,000 |
JENKINS LAW FIRM1+ years Filed as: JENKINS AND CARTER Service code 29 · EIN 88-0271101 501 HAMILL LANE · RENO, NV 89511 | Legal | $9,662 |
Annual investment return 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 | $74,089-100.0% | $133,975-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 84.3%-84.3pp | 87.1%-87.1pp | 69.0%-69.0pp |
| Annual return | -4.92% | 12.11%-17.0pp | 29.29%-34.2pp | 169.23%-174.1pp |
| Employer contribution / active EE | $6,517 | $3,064+112.7% | $5,211+25.1% | $1,963+232.1% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |