Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 15 · EIN 20-8764829 HARBORSIDE FIN LTR PLAZA II · NEW JERSEY CITY, NJ 073113977 | Recordkeeping | $969,266 |
UNITED ADMINISTRATIVE SERVICES8+ years Service code 13 · EIN 94-1749354 6800 SANTA TERESA BOULEVARD · SAN JOSE, CA 95128 | Contract Administrator | $229,112 |
MATRIX TRUST COMPANY8+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 19 · EIN 75-3182674 717 17TH STREET, · DENVER, CO 80202 | Securities Custodian | $157,619 |
Service code 15 · EIN 94-2614826 160 W. SANTA CLARA STREET · SAN JOSE, CA 95113 | Recordkeeping | $111,033 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $99,904 |
INEICH & COMPANY, LLP8+ years Service code 10 · EIN 56-2552172 950 TOWER LANE, SUITE 780 · FOSTER CITY, CA 94404 | Accounting | $38,010 |
Service code 29 · EIN 94-2576729 369 PINE STREET · SAN FRANCISCO, CA 941043323 | Legal | $28,920 |
Service code 17 · EIN 87-2917800 P.O. BOX 107 · SAN JOSE, CA 95103 | Pension Consulting | $18,000 |
SMART SOURCE LLC3 years Filed as: SMART SOURCE CRITICAL COMMUNICATION Service code 36 · EIN 30-0830429 1150 S BASCOM AVE #1 · SAN JOSE, CA 95128 | Copying and duplicating | $5,884 |
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 | $280,041 | $76,774+264.8% | $112,270+149.4% | $77,906+259.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -13.99% | -10.25%-3.7pp | 27.49%-41.5pp | 12.16%-26.1pp |
| Employer contribution / active EE | $22,666 | $3,977+470.0% | $3,635+523.5% | $2,846+696.3% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $1,024 | $239+328.7% | $6,411-84.0% | $133+672.6% |