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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSION PLANNING SERVICE INC Service code 14 · EIN 94-1586677 48 PARK ROAD · BURLINGAME, CA 94010 | Plan Administrator | $13,699 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,853 | $80,781+153.6% | $102,437+100.0% | $74,478+175.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 18.93% | 27.58%-8.6pp | 24.95%-6.0pp | 1370.56%-1351.6pp |
| Employer contribution / active EE | $14,705 | $3,160+365.3% | $3,871+279.9% | $2,626+459.9% |
| Participant deferral / active EE | $4,701 | $3,862+21.7% | $5,060-7.1% | $4,350+8.1% |
| Admin fee / account holder | $39 | $2,372-98.3% | $8,388-99.5% | $1,946-98.0% |