Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BINGHAM OSBORN & SCARBOROUGH1+ years Filed as: BINGHAM, OSBORN & SCARBOROUGH, LLC Service code 27 · EIN 94-3241802 345 CALIFORNIA STREET, SUITE 1100 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $14,772 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $2,079 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 0.00% | 13.54%-13.5pp | 13.48%-13.5pp | 16.32%-16.3pp |
| Employer contribution / active EE | $101,500 | $37,659+169.5% | $47,067+115.6% | $17,007+496.8% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |