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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS5+ 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 | $127,454 |
BENEFIT PLAN ADMINISTRATORS5+ years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 14 · EIN 88-0277518 445 APPLE STREET, SUITE 200 · RENO, NV 89502 | Plan Administrator | $79,314 |
JENKINS LAW FIRM4 years Service code 29 · EIN 88-0271101 501 HAMILL LANE · RENO, NV 89511 | Legal | $21,035 |
US BANK5+ years Service code 19 · EIN 31-0841368 111 SW 5TH AVE, 6TH FLOOR · PORTLAND, OR 97204 | Securities Custodian | $15,473 |
ANDCO CONSULTING3 years Service code 27 · EIN 59-3676225 10391 DOUBLE R BLVD · RENO, NV 89521 | Advisory (Plan) | $12,500 |
EIDE BAILLY LLP5+ years Service code 10 · EIN 45-0250958 5441 KIETZKE LN., STE. 150 · RENO, NV 89511 | Accounting | $10,785 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,695 | $136,307-87.0% | $177,848-90.1% | $73,497-75.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 6.61% | 18.68%-12.1pp | 48.33%-41.7pp | 28.51%-21.9pp |
| Employer contribution / active EE | $9,412 | $3,712+153.5% | $5,919+59.0% | $2,270+314.6% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $213 | $596-64.2% | $12,431-98.3% | $513-58.5% |