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 |
|---|---|---|
PETRA CONSULTING GROUP, INC2+ years Service code 16 · EIN 95-4308045 | Consulting | $272,857 |
KRAW LAW GROUP2+ years Service code 29 · EIN 32-0465891 | Legal | $124,025 |
RVK, INC.2+ years Filed as: R.V.KUHNS & ASSOCIATES Service code 16 · EIN 93-0910652 | Consulting | $77,129 |
CPAS SYSTEMS INC1 year Service code 49 | Other Services | $66,420 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $47,941 |
BERNARD KOTKIN & COMPANY LLP2+ years Filed as: BERNARD KOTKIN AND COMPANY LLP Service code 10 · EIN 95-2556670 | Accounting | $23,598 |
CORNWELL & BALDWIN2+ years Service code 29 · EIN 32-0453228 | Legal | $22,712 |
THE HARMAN PRESS1 year Filed as: HARMAN PRESS Service code 36 6840 VINELAND AVE. · NORTH HOLLYWOOD, CA 91605 | Copying and duplicating; Direct payme... | $21,993 |
CLINE AND COMPANY, PLLC1 year Filed as: CLINE, GLEN E. Service code 16 27454 MATTERHORN DR · LAKE ARROWHEAD, CA 92352 | Consulting | $8,353 |
MELISSA W. COOK & ASSOCIATES2+ years Service code 29 · EIN 95-3245809 | Legal | $8,195 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,404 | $54,788-39.0% | $92,240-63.8% | $80,976-58.7% |
| Participation rate | 93.7% | 77.1%+16.6pp | 76.5%+17.2pp | 68.3%+25.4pp |
| Annual return | 12.19% | 13.07%-0.9pp | 176.29%-164.1pp | 22.91%-10.7pp |
| Employer contribution / active EE | $2,105 | $3,430-38.6% | $3,680-42.8% | $2,402-12.4% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,897-100.0% | $3,848-100.0% |
| Admin fee / account holder | $108 | $96+12.7% | $5,194-97.9% | $67+60.2% |