Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $96,306 |
Filed as: CALIFORNIA RETIREMENT PLANS Service code 49 · EIN 68-0414789 | Other Services | $38,759 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $28,000 |
ARMANINO LLP4 years Service code 10 · EIN 94-6214841 | Accounting | $18,743 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,359 | $60,607-35.1% | $189,575-79.2% | $86,821-54.7% |
| Participation rate | 98.0% | 68.9%+29.1pp | 78.4%+19.6pp | 72.3%+25.7pp |
| Annual return | 16.17% | 65.18%-49.0pp | 64.19%-48.0pp | 97.94%-81.8pp |
| Employer contribution / active EE | $1,637 | $1,626+0.7% | $4,412-62.9% | $2,406-32.0% |
| Participant deferral / active EE | $4,621 | $3,895+18.6% | $6,174-25.2% | $4,132+11.8% |
| Admin fee / account holder | $324 | $159+104.2% | $9,806-96.7% | $170+91.2% |