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 |
|---|---|---|
Service code 13 · EIN 95-2159333 9901 PARAMOUNT BLVD., SUITE 211 · DOWNEY, CA 90240 | Contract Administrator | $101,658 |
MCMORGAN & COMPANY LLC3+ years Filed as: MCMORGAN COMPANY Service code 27 · EIN 95-1650768 425 MARKET STREET, SUITE 1600 · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $67,702 |
US BANK3+ years Service code 19 · EIN 31-0841368 221 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $22,271 |
DECARLO & SHANLEY1 year Filed as: DECARLO,SHANLEY Service code 29 · EIN 95-4022565 533 SOUTH FREMONT AVE. 9TH FLOOR · LOS ANGELES, CA 90071 | Legal | $15,328 |
BERNARD KOTKIN & COMPANY LLP3+ years Filed as: BERNARD KOTKIN CO., LLP Service code 10 · EIN 95-2556670 533 S FREMONT AVE., SUITE 802 · LOS ANGELES, CA 90071 | Accounting | $15,002 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,525 | $104,281-94.7% | $140,019-96.1% | $68,904-92.0% |
| Participation rate | 81.2% | 89.1%-7.9pp | 87.5%-6.3pp | 74.1%+7.1pp |
| Annual return | 1.74% | -1.33%+3.1pp | 651.17%-649.4pp | 1.07%+0.7pp |
| Employer contribution / active EE | $210 | $4,070-94.8% | $5,605-96.3% | $2,540-91.7% |
| Participant deferral / active EE | $0 | $6,129-100.0% | $6,927-100.0% | $4,015-100.0% |
| Admin fee / account holder | $44 | $79-44.6% | $10,705-99.6% | $71-38.9% |