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 |
|---|---|---|
ELECTRICAL INSURANCE TRUSTEES2+ years Filed as: SF ELECTRICAL WORKERS RSP Service code 14 · EIN 94-6062674 | Plan Administrator | $302,414 |
E.I.S.B., INC.2+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $246,283 |
ALAN BILLER & ASSOCIATES2+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $40,000 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $26,763 |
DAVID CRUTCHER2+ years Service code 29 · EIN 20-3194050 | Legal | $22,576 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $21,150 |
LEONARD CARDER, LLP1 year Filed as: LEONARD CARDER LLP Service code 29 · EIN 94-2819269 | Legal | $5,569 |
Filed as: FIDELITY INVST. INST. OPER. CO. INC Service code 60 | Sub-TA Fees | $0 |
STEPHEN HORN INSURANCE SERVICES2+ years Filed as: STEPHEN HORN INSURANCE Service code 53 · EIN 94-3249244 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,392-100.0% | $84,753-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | 12.39% | 611.38%-599.0pp | 22.78%-10.4pp | 48.65%-36.3pp |
| Employer contribution / active EE | $5,112 | $2,943+73.7% | $3,574+43.0% | $2,182+134.3% |
| Participant deferral / active EE | $4,506 | $2,593+73.8% | $3,712+21.4% | $3,356+34.2% |
| Admin fee / account holder | $0 | $136-100.0% | $5,333-100.0% | $70-100.0% |