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| Provider | Service type | Compensation |
|---|---|---|
STARTING ELEVEN INC.1+ years Service code 15 · EIN 20-3937965 4713 FIRST STREET, SUITE 255 · PLEASANTON, CA 94566 | Recordkeeping | $13,030 |
JOHANSON & YAU1+ years Service code 10 · EIN 94-2702860 160 W. SANTA CLARA #900 · SAN JOSE, CA 95133 | Accounting | $9,760 |
SHANNON & SNYDER1+ years Service code 10 · EIN 77-0360232 650 N. WINCHESTER BLVD. #6 · SAN JOSE, CA 95128 | Accounting | $9,239 |
TRIVIUM ANALYTICS1+ years Service code 34 · EIN 27-3140727 4713 FIRST STREET, SUITE 255 · PLEASANTON, CA 94566 | Valuation (appraisals, etc.) | $6,500 |
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 | $20,486 | $69,977-70.7% | $108,582-81.1% | $62,881-67.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 0.29% | 10.73%-10.4pp | -51.70%+52.0pp | 20.14%-19.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $165 | $5,076-96.8% | $7,645-97.8% | $4,296-96.2% |