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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS7+ 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 | $155,258 |
BENEFIT PLAN ADMINISTRATORS7+ years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 14 · EIN 88-0277518 445 APPLE STREET, SUITE 200 · RENO, NV 89502 | Plan Administrator | $106,646 |
JENKINS LAW FIRM6 years Service code 29 · EIN 88-0271101 501 HAMILL LANE · RENO, NV 89511 | Legal | $27,916 |
US BANK7+ years Service code 19 · EIN 31-0841368 111 SW 5TH AVE, 6TH FLOOR · PORTLAND, OR 97204 | Securities Custodian | $19,613 |
EIDE BAILLY LLP7+ years Service code 10 · EIN 45-0250958 5441 KIETZKE LN., STE. 150 · RENO, NV 89511 | Accounting | $18,560 |
ANDCO CONSULTING5 years Service code 27 · EIN 59-3676225 10391 DOUBLE R BLVD · RENO, NV 89521 | Advisory (Plan) | $15,000 |
Service code 17 · EIN 82-2042737 900 LARKSPUR LANDING CIRCLE STE 201 · LARKSPUR, CA 94939 | Pension Consulting | $7,440 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $16,665 | $102,661-83.8% | $151,645-89.0% | $66,949-75.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -7.66% | -10.81%+3.2pp | 3.34%-11.0pp | 1.57%-9.2pp |
| Employer contribution / active EE | $9,664 | $4,184+131.0% | $6,165+56.8% | $2,545+279.7% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $238 | $630-62.2% | $11,614-97.9% | $594-59.9% |