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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 15 · EIN 20-8764829 HARBORSIDE FIN LTR PLAZA II · NEW JERSEY CITY, NJ 073113977 | Recordkeeping | $968,625 |
UNITED ADMINISTRATIVE SERVICES9+ years Service code 13 · EIN 94-1749354 6800 SANTA TERESA BOULEVARD · SAN JOSE, CA 95128 | Contract Administrator | $231,065 |
Service code 15 · EIN 94-2614826 160 W. SANTA CLARA STREET · SAN JOSE, CA 95113 | Recordkeeping | $145,242 |
MATRIX TRUST COMPANY9+ years Filed as: MG TRUST COMPANY DBA MATRIX TRUST Service code 19 · EIN 75-3182674 717 17TH STREET, · DENVER, CO 80202 | Securities Custodian | $87,565 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $86,608 |
INEICH & COMPANY, LLP9+ years Service code 10 · EIN 56-2552172 950 TOWER LANE, SUITE 780 · FOSTER CITY, CA 94404 | Accounting | $40,000 |
Service code 29 · EIN 94-2576729 369 PINE STREET · SAN FRANCISCO, CA 941043323 | Legal | $28,510 |
Service code 17 · EIN 87-2917800 P.O. BOX 107 · SAN JOSE, CA 95103 | Pension Consulting | $15,000 |
SMART SOURCE LLC4 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 | $7,587 |
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 | $326,200 | $88,479+268.7% | $96,543+237.9% | $80,187+306.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 14.48% | 22.53%-8.1pp | 35.75%-21.3pp | 40.40%-25.9pp |
| Employer contribution / active EE | $31,901 | $4,177+663.7% | $3,741+752.8% | $2,980+970.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $1,005 | $211+375.1% | $6,737-85.1% | $145+592.8% |