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| Provider | Service type | Compensation |
|---|---|---|
BINGHAM OSBORN & SCARBOROUGH2+ years Filed as: BINGHAM, OSBORN & SCARBOROUGH, LLC Service code 27 · EIN 94-3241802 345 CALIFORNIA STREET, SUITE 1100 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $76,505 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 22.07% | 6915.14%-6893.1pp | 380.71%-358.6pp | 627.08%-605.0pp |
| Employer contribution / active EE | $95,103 | $39,618+140.1% | $45,089+110.9% | $18,824+405.2% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |