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| Provider | Service type | Compensation |
|---|---|---|
MARIN FINANCIAL ADVISORS1+ years Service code 28 · EIN 38-3718954 | Investment Management | $42,370 |
SILICON VALLEY ACCOUNTANCY CORP1+ years Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 · EIN 77-0573994 | Accounting | $9,540 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $74,707-100.0% | $252,559-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 15.0%-15.0pp | 50.9%-50.9pp | 4.3%-4.3pp |
| Annual return | -0.87% | -0.16%-0.7pp | -1.68%+0.8pp | 2.81%-3.7pp |
| Employer contribution / active EE | $20,051 | $33,118-39.5% | $44,959-55.4% | $16,358+22.6% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $330-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $32-100.0% | $12,994-100.0% | $1,639-100.0% |