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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE2+ years Filed as: KAUFMANN & GOBLE ASSOCIATES, INC. Service code 14 · EIN 94-2614826 160 W SANTA CLARA STREET · SAN JOSE, CA 95113 | Plan Administrator | $135,966 |
GILBERT & SACKMAN2+ years Service code 29 · EIN 95-2906951 3699 WILSHIRE BOULEVARD · LOS ANGELES, CA 90010 | Legal | $24,227 |
MATRIX TRUST COMPANY2+ years Service code 25 · EIN 75-3182674 PO BOX 64322 · PHOENIX, AZ 85082 | Directed Trustee | $15,535 |
DAVID BRODY & CO.2+ years Service code 10 · EIN 95-4778275 17785 CENTER COURT DRIVE · CERRITOS, CA 90703 | Accounting | $13,000 |
SMACNA SAN DIEGO2+ years Service code 15 · EIN 95-6095549 8240 PARKWAY DRIVE · LA MESA, CA 91942 | Recordkeeping | $8,108 |
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 | $20,635 | $60,545-65.9% | $92,240-77.6% | $69,631-70.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 12.59% | 19.71%-7.1pp | 176.29%-163.7pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $1,888 | $2,633-28.3% | $3,680-48.7% | $2,032-7.1% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $145 | $145+0.4% | $5,194-97.2% | $110+31.6% |