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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE1+ years Filed as: KAUFMANN AND GOBLE Service code 15 · EIN 94-2614826 160 W SANTA CLARA ST SUITE 1550 · SAN JOSE, CA 95113 | Recordkeeping | $447,545 |
UNITED ADMINISTRATIVE SERVICES1+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $173,689 |
Filed as: FERGUSON WELLMAN Service code 28 · EIN 93-0646988 888 SW 5TH AVE 1200 · PORTLAND, OR 97204 | Investment Management | $126,816 |
MATRIX TRUST COMPANY1+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $112,396 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 23-2384840 | Advisory (Participants) | $58,000 |
KRAW LAW GROUP1+ years Service code 29 · EIN 77-0171216 605 ELLIS STREET · MOUNTAIN VIEW, CA 94043 | Legal | $51,143 |
HEMMING MORSE1+ years Service code 10 · EIN 30-0702322 | Accounting | $44,499 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN BILLER & ASSOC Service code 27 · EIN 94-2854958 535 MIDDLEFIELD ROAD, SUITE 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $30,604 |
J HERRLE1+ years Service code 17 · EIN 93-0692196 1800 SW FIRST AVENUE, SUITE 280 · PORTLAND, OR 97201 | Pension Consulting | $24,420 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,075 | $55,516+130.7% | $75,784+69.0% | $59,188+116.4% |
| Participation rate | 94.4% | 73.6%+20.8pp | 75.8%+18.6pp | 69.4%+25.0pp |
| Annual return | -0.13% | -1.89%+1.8pp | 9.68%-9.8pp | 5.51%-5.6pp |
| Employer contribution / active EE | $8,222 | $2,604+215.8% | $3,323+147.4% | $2,098+291.9% |
| Participant deferral / active EE | $4,455 | $2,599+71.4% | $3,652+22.0% | $3,265+36.5% |
| Admin fee / account holder | $287 | $110+161.1% | $5,300-94.6% | $92+211.4% |