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| Provider | Service type | Compensation |
|---|---|---|
THE PORTOLA GROUP, INC.1+ years Service code 51 · EIN 94-2594913 3150 ALMADEN EXPRESSWAY, SUITE 233 · SAN JOSE, CA 95118 | Investment Mgmt Fees | $5,387 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $0 | $87,705-100.0% | $63,517-100.0% | $125,393-100.0% |
| Participation rate | 0.0% | 77.0%-77.0pp | 71.0%-71.0pp | 83.2%-83.2pp |
| Annual return | -98.08% | 21.70%-119.8pp | -70.30%-27.8pp | 282.23%-380.3pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,541-100.0% |