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 |
|---|---|---|
Service code 13 · EIN 95-3084599 131 N EL MOLINO AVENUE SUITE 330 · PASADENA, CA 91101 | Contract Administrator | $72,150 |
Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 720 E BUTTERFIELD ROAD SUITE 360 · LOMBARD, IL 60148 | Advisory (Plan) | $54,741 |
NATIONAL INVESTMENT SERVICES5 years Filed as: NATIONAL INVESTMENT SERVCIES INC. Service code 28 · EIN 80-0169636 777 EAST WISCONSIN AVE SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $36,851 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 1200 SIXTH AVENUE SUITE 700 · SEATTLE, WA 98101 | Investment Management | $33,946 |
SALTZMAN & JOHNSON2 years Filed as: SALTZMAN & JOHNSON, LAW CORPORATION Service code 29 · EIN 94-2376174 7 W 41ST AVENUE SUITE 410 · SAN MATEO, CA 94403 | Legal | $26,051 |
Filed as: MC MENOMY & ASSOCIATES CPAS LLP Service code 10 · EIN 46-1559312 876 N MOUNTAIN AVENUE SUTIE 105 · UPLAND, CA 91786 | Accounting | $20,600 |
Service code 70 · EIN 95-1997338 253 N LAKE AVENUE · PASADENA, CA 91101 | Consulting Fees | $12,000 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 510 N VALLEY MILLS DRIVE 400 · WACO, TX 76710 | Securities Custodian | $11,650 |
Filed as: U.S. BANK Service code 21 · EIN 31-0841368 155 N RIVERCENTER DRIVE STE 300 · MILWAUKEE, WI 53212 | Bank Trustee | $6,415 |
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,097 | $91,406-74.7% | $130,062-82.2% | $74,473-69.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 3.37% | 23.21%-19.8pp | -137.37%+140.7pp | 34.36%-31.0pp |
| Employer contribution / active EE | $2,720 | $2,565+6.1% | $4,322-37.1% | $2,638+3.1% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $5,821-100.0% | $4,530-100.0% |
| Admin fee / account holder | $91 | $283-67.9% | $10,601-99.1% | $347-73.8% |