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 |
|---|---|---|
PERFORMANCE STRATEGIES, LLC1+ years Filed as: PERFORMANCE LINK, LLC Service code 27 · EIN 54-1867052 ATTN JOE CROWLEY · TUSCON, AZ 857438219 | Advisory (Plan) | $52,000 |
Filed as: FIDELITY INVSTMTS INST OPS CO, INC. Service code 37 · EIN 04-2647786 | Loan Processing | $28,042 |
AMERICAN REALTY ADVISORS1+ years Filed as: NEW YORK LIE INSURANCE CO Service code 37 · EIN 13-5582869 NY LIFE GP CLIENT SVCS GROUP 169 · PARSIPPANY, NJ 070541007 | Loan Processing | $20,411 |
VERISIGHT, INC.1+ years Filed as: VERISIGHT INC Service code 29 · EIN 27-2037969 2001 N MAIN ST STE 500 · WALNUT CREEK, CA 945967254 | Legal | $14,800 |
GRP FINANCIAL1+ years Service code 16 · EIN 47-1411110 | Consulting | $8,333 |
GCA LAW PARTNERS LLP1+ years Service code 29 · EIN 77-0221508 2570 W EL CAMINO REAL 510 · MOUNTAIN VIEW, CA 940401317 | Legal | $5,118 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,364 | $112,772+3.2% | $57,357+102.9% | $59,188+96.6% |
| Participation rate | 95.1% | 71.3%+23.8pp | 75.1%+20.0pp | 69.4%+25.7pp |
| Annual return | 1.53% | 0.85%+0.7pp | 24.41%-22.9pp | 5.51%-4.0pp |
| Employer contribution / active EE | $6,789 | $3,400+99.7% | $2,689+152.5% | $2,098+223.6% |
| Participant deferral / active EE | $0 | $3,010-100.0% | $3,162-100.0% | $3,265-100.0% |
| Admin fee / account holder | $43 | $144-70.2% | $3,357-98.7% | $92-53.4% |