Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DOWLING & YAHNKE LLC1 year Filed as: DOWLING & YAHNKE, INC. Service code 28 · EIN 33-0465041 | Investment Management | $2,526,314 |
POLYCOMP ADMINISTRATIVE SERVICES2+ years Service code 13 · EIN 95-2889854 | Contract Administrator | $24,289 |
Filed as: UBS FINANCIAL SERVICES Service code 28 | Investment Management | $20,811 |
US BANK2+ years Filed as: UNION BANK OF CALIFORNIA Service code 21 · EIN 94-0303228 | Bank Trustee | $14,066 |
MESSNER AND SMITH2+ years Service code 28 · EIN 33-0087141 | Investment Management | $7,702 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,349 | $32,425+18.3% | $74,577-48.6% | $55,167-30.5% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.1%+31.9pp | 69.0%+31.0pp |
| Annual return | 4.21% | 10.63%-6.4pp | 20.47%-16.3pp | 169.23%-165.0pp |
| Employer contribution / active EE | $3,553 | $1,043+240.5% | $2,525+40.7% | $1,963+81.0% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $316 | $748-57.8% | $4,138-92.4% | $504-37.2% |