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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 15 HARBORSIDE FIN LTR PLAZA II · NEW JERSEY CITY, NJ 073113977 | Recordkeeping | $715,911 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 19 717 17TH STREET, · DENVER, CO 80202 | Securities Custodian | $218,215 |
UNITED ADMINISTRATIVE SERVICES2+ years Service code 13 6800 SANTA TERESA BOULEVARD · SAN JOSE, CA 95128 | Contract Administrator | $203,639 |
DWIGHT ASSET MANAGEMENT2+ years Service code 28 100 BANK STREET · BURLINGTON, VT 05401 | Investment Management | $158,273 |
KAUFMANN & GOBLE2+ years Filed as: KAUFMANN AND GOBLE Service code 15 160 W. SANTA CLARA STREET · SAN JOSE, CA 95113 | Recordkeeping | $94,188 |
NUVEEN2+ years Filed as: NWQ Service code 28 2049 CENTURY PARK EAST · LOS ANGELES, CA 90067 | Investment Management | $79,736 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $47,133 |
Service code 29 369 PINE STREET · SAN FRANCISCO, CA 941043323 | Legal | $42,070 |
INEICH & COMPANY, LLP2+ years Service code 10 950 TOWER LANE, SUITE 780 · FOSTER CITY, CA 94404 | Accounting | $34,000 |
INNOVATIVE COST MANAGEMENT2+ years Service code 17 2 N MARKET STREET · SAN JOSE, CA 95113 | Pension Consulting | $18,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,921-100.0% | $84,753-100.0% | $57,661-100.0% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | 5.25% | 10.24%-5.0pp | 22.78%-17.5pp | 5.13%+0.1pp |
| Employer contribution / active EE | $20,178 | $2,598+676.6% | $3,574+464.5% | $1,974+922.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,333-100.0% | $95-100.0% |