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| Provider | Service type | Compensation |
|---|---|---|
HEMMING MORSE2+ years Service code 10 · EIN 30-0702322 155 BOVET ROAD, SUITE #600 · SAN MATEO, CA 94402 | Accounting | $11,800 |
Filed as: PENSION PLANNING SERVICE, INC Service code 13 · EIN 94-1586677 48 PARK ROAD · BURLINGAME, CA 94010 | Contract Administrator | $9,125 |
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 | $120,248 | $52,884+127.4% | $84,753+41.9% | $55,167+118.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 18.37% | 18.03%+0.3pp | 22.78%-4.4pp | 169.23%-150.9pp |
| Employer contribution / active EE | $8,832 | $2,233+295.5% | $3,574+147.1% | $1,963+350.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $89 | $581-84.6% | $5,333-98.3% | $504-82.3% |