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| Provider | Service type | Compensation |
|---|---|---|
KAUFMANN & GOBLE2+ years Filed as: KAUFMANN AND GOBLE Service code 15 · EIN 94-2614826 160 W SANTA CLARA ST SUITE 1550 · SAN JOSE, CA 95113 | Recordkeeping | $423,816 |
UNITED ADMINISTRATIVE SERVICES2+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $181,916 |
Filed as: FERGUSON WELLMAN Service code 28 · EIN 93-0646988 888 SW 5TH AVE 1200 · PORTLAND, OR 97204 | Investment Management | $143,680 |
MATRIX TRUST COMPANY2+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $105,159 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 23-2384840 | Advisory (Participants) | $58,000 |
HEMMING MORSE2+ years Service code 10 · EIN 30-0702322 | Accounting | $39,982 |
J HERRLE2+ years Service code 17 · EIN 93-0692196 1800 SW FIRST AVENUE, SUITE 280 · PORTLAND, OR 97201 | Pension Consulting | $34,300 |
KRAW LAW GROUP2+ years Service code 29 · EIN 77-0171216 605 ELLIS STREET · MOUNTAIN VIEW, CA 94043 | Legal | $25,358 |
S CAMPBELL1 year Service code 29 · EIN 77-0102183 | Legal | $7,014 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,086 | $54,392+198.0% | $84,753+91.2% | $63,975+153.4% |
| Participation rate | 92.0% | 76.9%+15.1pp | 76.6%+15.4pp | 71.1%+20.9pp |
| Annual return | 6.20% | 611.38%-605.2pp | 22.78%-16.6pp | 48.65%-42.5pp |
| Employer contribution / active EE | $13,767 | $2,943+367.8% | $3,574+285.2% | $2,182+531.0% |
| Participant deferral / active EE | $8,604 | $2,593+231.9% | $3,712+131.8% | $3,356+156.3% |
| Admin fee / account holder | $336 | $136+147.3% | $5,333-93.7% | $70+376.9% |