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| Provider | Service type | Compensation |
|---|---|---|
HEMMING MORSE1+ years Service code 10 · EIN 30-0702322 155 BOVET ROAD, SUITE #600 · SAN MATEO, CA 94402 | Accounting | $20,069 |
PENSION PLANNING SERVICE, INC.1+ years Filed as: PENSION PLANNING SERVICE , INC. Service code 13 · EIN 94-1586677 48 PARK ROAD · BURLINGAME, CA 94010 | Contract Administrator | $11,200 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,348 | $50,464+120.6% | $75,784+46.9% | $52,331+112.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -6.59% | 1.03%-7.6pp | 9.68%-16.3pp | 4.54%-11.1pp |
| Employer contribution / active EE | $9,270 | $1,988+366.2% | $3,323+178.9% | $1,882+392.6% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $149 | $1,103-86.5% | $5,300-97.2% | $592-74.8% |