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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY Service code 15 · EIN 20-8764829 HARBORSIDE FIN LTR PLAZA II · NEW JERSEY CITY, NJ 073113977 | Recordkeeping | $896,575 |
UNITED ADMINISTRATIVE SERVICES6+ years Service code 13 · EIN 94-1749354 6800 SANTA TERESA BOULEVARD · SAN JOSE, CA 95128 | Contract Administrator | $221,816 |
KAUFMANN & GOBLE6+ years Filed as: KAUFMANN AND GOBLE Service code 15 · EIN 94-2614826 160 W. SANTA CLARA STREET · SAN JOSE, CA 95113 | Recordkeeping | $166,160 |
MATRIX TRUST COMPANY6+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 19 · EIN 75-3182674 717 17TH STREET, · DENVER, CO 80202 | Securities Custodian | $143,098 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $67,805 |
Service code 29 · EIN 94-2576729 369 PINE STREET · SAN FRANCISCO, CA 941043323 | Legal | $36,818 |
INEICH & COMPANY, LLP6+ years Service code 10 · EIN 56-2552172 950 TOWER LANE, SUITE 780 · FOSTER CITY, CA 94404 | Accounting | $36,000 |
INNOVATIVE COST MANAGEMENT6+ years Service code 17 · EIN 77-0119752 2 N MARKET STREET · SAN JOSE, CA 95113 | Pension Consulting | $18,000 |
SMART SOURCE LLC1 year Filed as: SMART SOURCE CRITICAL COMMUNICATION Service code 36 1150 S BASCOM AVE #1 · SAN JOSE, CA 95128 | Copying and duplicating | $9,835 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,948 | $81,719+208.3% | $101,275+148.8% | $90,274+179.1% |
| Participation rate | 93.6% | 80.7%+12.9pp | 75.8%+17.8pp | 73.4%+20.2pp |
| Annual return | 11.87% | 337.64%-325.8pp | 46.46%-34.6pp | 53.97%-42.1pp |
| Employer contribution / active EE | $22,213 | $3,622+513.2% | $3,660+506.9% | $2,523+780.2% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $853 | $162+426.6% | $5,948-85.7% | $114+647.5% |