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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE2+ years Filed as: KAUFMANN AND GOBLE ASSOCIATES Service code 14 · EIN 95-2614826 160 W SANTA CLARA STREET · SAN JOSE, CA 95113 | Plan Administrator | $796,415 |
MATRIX TRUST COMPANY1 year Service code 21 · EIN 75-3182674 PO BOX 64322 · PHOENIX, AZ 85082 | Bank Trustee | $99,151 |
GILBERT & SACKMAN2+ years Service code 29 · EIN 95-2906951 3699 WILSHIRE BOULEVARD · LOS ANGELES, CA 90010 | Legal | $61,604 |
DAVID BRODY & CO.2+ years Filed as: DAVID BRODY & CO Service code 10 · EIN 95-4778275 17785 CENTER COURT DRIVE · CERRITOS, CA 90703 | Accounting | $23,470 |
SHEET METAL BENEFIT PLAN ADMIN.2+ years Service code 99 · EIN 95-4337897 111 NORTH SEPULVEDA BOULEVARD · MANHATTAN BEACH, CA 90266 | Other Fees | $6,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,251 | $221,442-84.5% | $92,240-62.9% | $77,958-56.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 12.67% | 15.65%-3.0pp | 176.29%-163.6pp | 20.87%-8.2pp |
| Employer contribution / active EE | $2,680 | $3,226-16.9% | $3,680-27.2% | $2,310+16.0% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $123 | $210-41.4% | $5,194-97.6% | $97+26.1% |