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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 15 · EIN 20-8764829 HARBORSIDE FIN LTR PLAZA II · NEW JERSEY CITY, NJ 073113977 | Recordkeeping | $1,001,626 |
UNITED ADMINISTRATIVE SERVICES7+ years Service code 13 · EIN 94-1749354 6800 SANTA TERESA BOULEVARD · SAN JOSE, CA 95128 | Contract Administrator | $229,048 |
MATRIX TRUST COMPANY7+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 19 · EIN 75-3182674 717 17TH STREET, · DENVER, CO 80202 | Securities Custodian | $173,131 |
KAUFMANN & GOBLE7+ years Filed as: KAUFMANN AND GOBLE Service code 15 · EIN 94-2614826 160 W. SANTA CLARA STREET · SAN JOSE, CA 95113 | Recordkeeping | $115,713 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $96,971 |
INEICH & COMPANY, LLP7+ years Service code 10 · EIN 56-2552172 950 TOWER LANE, SUITE 780 · FOSTER CITY, CA 94404 | Accounting | $36,000 |
Service code 29 · EIN 94-2576729 369 PINE STREET · SAN FRANCISCO, CA 941043323 | Legal | $31,731 |
INNOVATIVE COST MANAGEMENT7+ years Service code 17 · EIN 77-0119752 2 N MARKET STREET · SAN JOSE, CA 95113 | Pension Consulting | $18,000 |
SMART SOURCE LLC2 years Filed as: SMART SOURCE CRITICAL COMMUNICATION Service code 36 1150 S BASCOM AVE #1 · SAN JOSE, CA 95128 | Copying and duplicating | $6,990 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $296,238 | $88,770+233.7% | $109,191+171.3% | $93,010+218.5% |
| Participation rate | 96.8% | 81.5%+15.3pp | 75.9%+21.0pp | 73.9%+22.9pp |
| Annual return | 14.74% | 60.64%-45.9pp | 25.76%-11.0pp | 158.70%-144.0pp |
| Employer contribution / active EE | $26,756 | $3,780+607.9% | $3,723+618.7% | $2,705+889.0% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $992 | $172+476.0% | $6,756-85.3% | $152+554.4% |