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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE5+ years Filed as: KAUFMANN & GOBLE ASSOCIATES, INC. Service code 14 · EIN 94-2614826 | Plan Administrator | $162,067 |
MAMMINI COMPANY INC.2 years Service code 26 · EIN 47-0879697 | Advisory (Participants) | $35,172 |
GILBERT & SACKMAN5+ years Service code 29 · EIN 95-2906951 | Legal | $24,965 |
MATRIX TRUST COMPANY5+ years Service code 25 · EIN 75-3182674 | Directed Trustee | $18,098 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $16,600 |
SMACNA SAN DIEGO5+ years Service code 15 · EIN 95-6095549 | Recordkeeping | $12,199 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,257 | $91,517-74.6% | $101,275-77.0% | $73,412-68.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 5.22% | 17.17%-12.0pp | 46.48%-41.3pp | 59.30%-54.1pp |
| Employer contribution / active EE | $2,080 | $2,877-27.7% | $3,660-43.2% | $2,234-6.9% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $171 | $216-20.6% | $5,948-97.1% | $158+8.5% |