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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE1+ years Filed as: KAUFMANN AND GOBLE ASSOCIATES Service code 14 · EIN 95-2614826 160 W SANTA CLARA STREET · SAN JOSE, CA 95113 | Plan Administrator | $789,548 |
MATRIX TRUST COMPANY1+ years Filed as: MATRIX TRUST Service code 25 · EIN 75-3182674 PO BOX 64322 · PHOENIX, AZ 85082 | Directed Trustee | $91,907 |
GILBERT & SACKMAN1+ years Service code 29 · EIN 95-2906951 3699 WILSHIRE BOULEVARD · LOS ANGELES, CA 90010 | Legal | $59,718 |
DAVID BRODY & CO.1+ years Filed as: DAVID BRODY & CO Service code 10 · EIN 95-4778275 17785 CENTER COURT DRIVE · CERRITOS, CA 90703 | Accounting | $22,720 |
SHEET METAL BENEFIT PLAN ADMIN.1+ years Service code 99 · EIN 95-4337897 111 NORTH SEPULVEDA BOULEVARD · MANHATTAN BEACH, CA 90266 | Other Fees | $14,785 |
ORANGE EMPIRE SMACNA1+ years Service code 99 · EIN 95-9635622 3111 N TUSTIN STREET · ORANGE, CA 92865 | Other Fees | $11,116 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,021 | $54,392-43.0% | $84,753-63.4% | $63,975-51.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 1.71% | 611.38%-609.7pp | 22.78%-21.1pp | 48.65%-46.9pp |
| Employer contribution / active EE | $2,364 | $2,943-19.7% | $3,574-33.9% | $2,182+8.4% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $118 | $136-13.1% | $5,333-97.8% | $70+67.6% |