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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE1+ years Filed as: KAUFMANN & GOBLE ASSOCIATES, INC. Service code 14 · EIN 94-2614826 160 W SANTA CLARA STREET · SAN JOSE, CA 95113 | Plan Administrator | $128,891 |
GILBERT & SACKMAN1+ years Service code 29 · EIN 95-2906951 3699 WILSHIRE BOULEVARD · LOS ANGELES, CA 90010 | Legal | $18,711 |
MATRIX TRUST COMPANY1+ years Service code 25 · EIN 75-3182674 PO BOX 64322 · PHOENIX, AZ 85082 | Directed Trustee | $14,456 |
DAVID BRODY & CO.1+ years Service code 10 · EIN 95-4778275 17785 CENTER COURT DRIVE · CERRITOS, CA 90703 | Accounting | $13,000 |
SMACNA SAN DIEGO1+ years Service code 15 · EIN 95-6095549 8240 PARKWAY DRIVE · LA MESA, CA 91942 | Recordkeeping | $8,693 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,029 | $57,921-68.9% | $84,753-78.7% | $57,658-68.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 1.18% | 10.24%-9.1pp | 22.78%-21.6pp | 5.13%-4.0pp |
| Employer contribution / active EE | $1,806 | $2,598-30.5% | $3,574-49.5% | $1,974-8.5% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $143 | $130+10.6% | $5,333-97.3% | $95+51.8% |